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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-26 |
| TN | RA | APPROVED | 2023-07-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Vanbridge/Dixonwells | Nashville | TN | 06/2017 | 04/2023 |
| Sagespring Wealth Partners | Franklin | TN | 04/2023 | Present |
| Faithshare | Nashville | TN | 11/2015 | 06/2017 |
| Raymond James Financial Services, Inc. | Franklin | TN | 06/2023 | 11/2024 |
| For Fee Only, Llc | Mount Juliet | TN | 06/2017 | Present |
(1)Name of Business: Various insurance companies Address: 701 Cool Springs Blvd., Suite 500, Franklin, TN 37067, United States Activity Type: Non-variable insurance Position/Title: Agent Investment Related: Yes Start Date: 07/12/2017 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 3 Description of duties: Life insurance and LTC sales/policies (2)Name of Business: For Fee Only, LLC Address: 24 Yearling Way, Mount Juliet, TN 37122, Activity Type: LLC for self employment income generated from life, LTD, and LTC insurance to flow through and renewals. Position/Title: Agent Investment Related: Yes Start Date: 06/2017 Hours per month devoted to this business: 12 Hours per month devoted to this business during trading hours: 8 Description of duties: Help financial advisors clients with their insurance needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
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