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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| TN | RA | APPROVED | 2024-09-26 |
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 |
|---|---|---|---|---|
| Sagespring Wealth Partners | Franklin | TN | 06/2024 | Present |
| Mountain High Outfitters | Birmingham | AL | 02/2021 | 04/2021 |
| Samford University | Birmingham | AL | 08/2020 | 05/2024 |
| Christ Presbyterian Academy | Brentwood | TN | 06/2016 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-23 |
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