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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED | 2026-03-27 |
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 |
|---|---|---|---|---|
| Lipscomb University & St. Andrews Episcopal School | Nashville | TN | 01/2012 | 05/2024 |
| Fmc Cpa's. Pllc | Nashville | TN | 01/2023 | 04/2023 |
| Ernst & Young | Nashville | TN | 06/2023 | 08/2023 |
| Newedge Wealth | Stamford | CT | 04/2024 | 03/2026 |
| Newedge Securites Llc | Pittsburgh | PA | 04/2024 | 03/2026 |
| Reunion Golf And Country Club | Madison | MS | 02/2020 | 08/2021 |
| Faherty | Nashville | TN | 08/2021 | 10/2022 |
| Bourbon Steak | Nashville | TN | 04/2022 | 12/2022 |
| Restoration Hardware | Nashville | TN | 02/2024 | 04/2024 |
| Sagespring Wealth Partners Llc | Franklin | TN | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-18 |
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