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Advisor at SAGESPRING WEALTH PARTNERS
Birmingham, AL | FRANKLIN, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SAGESPRING WEALTH PARTNERS | Independent wealth | Apr 1, 2022 | n/a | yes | FRANKLIN, TN|Birmingham, AL | Current employment |
| ONEASCENT WEALTH MANAGEMENT | Independent wealth | Jan 8, 2021 | Feb 18, 2022 | no | BIRMINGHAM, AL | Previous registration |
| SAGESPRING WEALTH PARTNERS | Independent wealth | Jul 21, 2017 | Dec 14, 2020 | no | Brentwood, TN|FRANKLIN, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ONEASCENT WEALTH MANAGEMENT | SAGESPRING WEALTH PARTNERS | Feb 18, 2022 | Apr 1, 2022 | 42 | Firm change | RIA to RIA |
| SAGESPRING WEALTH PARTNERS | ONEASCENT WEALTH MANAGEMENT | Dec 14, 2020 | Jan 8, 2021 | 25 | Firm change | RIA to new firm |