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Advisor at SAGESPRING WEALTH PARTNERS
Homewood, AL
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 | Feb 18, 2021 | n/a | yes | Homewood, AL | Current employment |
| SAGESPRING WEALTH PARTNERS | Independent wealth | Aug 8, 2016 | Mar 19, 2019 | no | FRANKLIN, TN | Previous registration |
| HEWLETT DAVIDSON POWELL, LLC | Former SEC adviser | Jan 27, 2004 | Dec 20, 2016 | no | BIRMINGHAM, AL | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | May 12, 2000 | Jan 22, 2004 | no | BIRMINGHAM, AL|HOMEWOOD, AL|FRANKLIN, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HEWLETT DAVIDSON POWELL, LLC | SAGESPRING WEALTH PARTNERS | Dec 20, 2016 | Aug 8, 2016 | -134 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | HEWLETT DAVIDSON POWELL, LLC | Jan 22, 2004 | Jan 27, 2004 | 5 | Firm change | Other |