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4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-07-17 |
Branch Locations
4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 11/2017 | 01/2018 |
| Securian Financial Services Inc | St Paul | MN | 01/2018 | 06/2018 |
| Minnesota Life Insurance Co | St Paul | MN | 01/2018 | 06/2018 |
| Shoemaker Financial Services Inc | Brentwood | TN | 01/2018 | 06/2018 |
| Shoemaker Financial Services Inc | St Paul | MN | 11/2017 | 01/2018 |
| Cherokee Country Club | Knoxville | TN | 07/2017 | 10/2017 |
| R3 Pressure Washing | Knoxville | TN | 04/2017 | 08/2017 |
| Kappa Delta Sorority | Knoxville | TN | 08/2016 | 12/2016 |
| Copper Kettle | Nashville | TN | 08/2011 | 12/2016 |
| University Of Tennessee Knoxville | Knoxville | TN | 08/2015 | 12/2017 |
| Penske Truck Leasing | Birmingham | AL | 08/2018 | 03/2019 |
| Ameriprise Financial Services, Inc | Brentwood | TN | 02/2019 | 03/2020 |
| First Horizon Advisors, Inc. | Nashville | TN | 03/2020 | 09/2021 |
| Raymond James Financial Services, Inc. | Franklin | TN | 09/2021 | 12/2024 |
| Southwestern Investment Group | Franklin | TN | 09/2021 | 08/2022 |
| Southwestern Investment Advisory Services | Franklin | TN | 09/2021 | 08/2022 |
| Dobyns Wealth Team | Franklin | TN | 12/2021 | 06/2025 |
| Sagespring Wealth Partners | Franklin | TN | 11/2022 | 06/2025 |
| Sagespring Wealth Partners | Franklin | TN | 09/2021 | 06/2025 |
| Capwealth Advisors, Llc | Franklin | TN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-20 |
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