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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-03 |
| TN | RA | APPROVED | 2024-02-27 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
136 Concord Road, Knoxville , TN 37934 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Franklin | TN | 12/2023 | 11/2024 |
| Croft & Frost | Chattanooga | TN | 12/2020 | 09/2023 |
| Target Corporation | Chattanooga | TN | 08/2020 | 12/2020 |
| Anderson Drugs | Etowah | TN | 04/2016 | 08/2020 |
| Sagespring Wealth Partners | Knoxville | TN | 12/2023 | Present |
Name of Business: Various insurance companies Address: 136 Concord Road, Knoxville, TN 37934, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/17/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist clients with non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
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