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801 Crescent Centre Drive Suite 600, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
801 Crescent Centre Drive Suite 600, Franklin, TN 37067 • United States
227 N Loop 1604 E, Suite 160, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Air Force | Lackland Afb San Antonio | TX | 02/2015 | 02/2021 |
| Texas Tech University | Lubbock | TX | 01/2020 | 12/2022 |
| Uber | Lubbock | TX | 12/2021 | 01/2024 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 05/2023 | 05/2024 |
| Fourthought Private Wealth | Venice | FL | 05/2022 | 08/2022 |
| Sagespring Wealth Partners Llc | San Antonio | TX | 05/2024 | 12/2025 |
| Sagespring Wealth Partners Llc | San Antonio | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-24 |
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