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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2025-09-25 |
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 |
|---|---|---|---|---|
| Dpl Financial Partners Llc | Louisville | KY | 11/2023 | 12/2024 |
| North Central Kentucky 4H Camp | Carlisle | KY | 05/2023 | 11/2023 |
| Unemployed | Bowling Green | KY | 04/2023 | 05/2023 |
| Indian Hills Country Club | Bowling Green | KY | 08/2022 | 04/2023 |
| North Central Kentucky 4H Club | Carlisle | KY | 05/2022 | 08/2022 |
| Indian Hills Country Club | Carlisle | KY | 09/2021 | 05/2022 |
| Unemployed | Bowling Green | KY | 08/2021 | 09/2021 |
| North Central Kentucky 4H Camp | Carlisle | KY | 05/2021 | 08/2021 |
| Unemployed | Bowling Green | KY | 08/2020 | 05/2021 |
| Scentsy Company | Lexington | KY | 04/2020 | 08/2020 |
| Unemployed | Bowling Green | KY | 08/2019 | 04/2020 |
| Keene Trace Golf Club | Nicholasville | KY | 11/2017 | 08/2019 |
| Unemployed | Bowling Green | KY | 03/2014 | 11/2017 |
| The Leaders Group Inc | Littleton | CO | 04/2024 | 12/2024 |
| Sagespring Wealth Partners Llc | Franklin | TN | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-14 |
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