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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-04-21 |
| TX | RA | APPROVED_RES | 2025-04-17 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Private Wealth | Brentwood | TN | 10/2022 | 04/2025 |
| Beacon Capital Management | Franklin | TN | 01/2022 | 09/2022 |
| Edelman Financial Engines | Brentwood | TN | 04/2021 | 01/2022 |
| C&A Financial Group | Wall | NJ | 08/2017 | 04/2021 |
| Mack Staffing | Verona | NJ | 02/2013 | 12/2016 |
| Unemployed | Brick | NJ | 01/2016 | 08/2017 |
| Sagespring Wealth Partners Llc | Franklin | TN | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-03 |
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