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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-10 |
| TN | RA | APPROVED | 2019-03-19 |
Branch Locations
136 Concord Rd, Knoxville, TN 37934 • United States
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bethel College | Mishawaka | IN | 08/2013 | 05/2017 |
| Eagle Bend Apostolic Church | Clinton | TN | 05/2015 | 05/2017 |
| Trantanella Construction | Powell | TN | 05/2015 | 05/2017 |
| Raymond James Financial Services, Inc | Knoxville | TN | 09/2018 | 12/2022 |
| Sagespring Wealth Partners | Knoxville | TN | 06/2017 | Present |
Name of Business: Various insurance companies Address: 136 Concord Road, Knoxville, TN 37934, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 3/1/2019 Hours per month devoted to this business: 1. Hours per month devoted to this business during trading hours: 1. Description of duties: life insurance and LTC sales/policies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-18 |
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