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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-08 |
Branch Locations
2601 Network Blvd Suite 101, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Frisco | TX | 01/2019 | 04/2019 |
| Raymond James Financial Services, Inc. | Frisco | TX | 04/2019 | Present |
| Milburn Success Center | Shawnee | OK | 08/2017 | Present |
| Ptla Real Estate | Walnut Creek | CA | 05/2018 | 08/2018 |
| Oklahoma Baptist University | Shawnee | OK | 08/2016 | 05/2017 |
| Sagespring | Franklin | TN | 04/2019 | Present |
| Omar Tennis Academy | Frisco | TX | 08/2019 | Present |
| Omar Tennis Academy | Frisco | TX | 08/2019 | 02/2020 |
| Unemployed | Frisco | TX | 05/2017 | 08/2017 |
| Southwestern Investment Group | Frisco | TX | 07/2021 | Present |
| Biggs Wealth Team | Frisco | TX | 05/2022 | Present |
| Sagespring Wealth Partners | Frisco | TX | 11/2022 | Present |
(1)Name of Business: Biggs Wealth Team Address: 2601 Network Blvd, Frisco, TX, 75034, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/03/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: financial advisor (2)Name of Business: SageSpring Address: 2601 Network Blvd Ste 101, Frisco, TX, 75034, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 09/14/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (3)Name of Business: SageSpring Wealth Partners Address: 2601 Network Blvd, Frisco, TX, 75034, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (4)Name of Business: Southwestern Investment Group Address: 2601 Network Blvd, Frisco, TX, 75034, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 07/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Offer advisory services to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
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