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Advisor at CAPWEALTH ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| CAPWEALTH ADVISORS, LLC | Independent wealth | Oct 21, 2022 | n/a | yes | FRANKLIN, TN | Current employment |
| SAGESPRING WEALTH PARTNERS | Independent wealth | Dec 18, 2020 | Sep 1, 2022 | no | FRANKLIN, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAGESPRING WEALTH PARTNERS | CAPWEALTH ADVISORS, LLC | Sep 1, 2022 | Oct 21, 2022 | 50 | Firm change | RIA to RIA |