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Advisor at SAGEPOINT CAPITAL PARTNERS 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 |
|---|---|---|---|---|---|---|
| SAGEPOINT CAPITAL PARTNERS LLC | Independent wealth | May 1, 2026 | n/a | yes | FRANKLIN, TN | Current employment |
| ELEVATION POINT WEALTH PARTNERS, LLC | Independent wealth | Jan 14, 2026 | Apr 2, 2026 | no | Brentwood, TN|DENVER, CO | Previous registration |
| SAGESPRING WEALTH PARTNERS | Independent wealth | Dec 1, 2024 | Nov 25, 2025 | no | FRANKLIN, TN | Previous registration |
| ALLIANCEBERNSTEIN L.P. | Other adviser | May 21, 2019 | Nov 22, 2024 | no | Nashville, TN | Previous registration |
| SYNDICATED CAPITAL, INC. | Independent wealth | Jul 27, 2018 | Feb 5, 2019 | no | NAPLES, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 19, 2015 | Jul 11, 2016 | no | NAPLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | SAGEPOINT CAPITAL PARTNERS LLC | Apr 2, 2026 | May 1, 2026 | 29 | Firm change | RIA to new firm |
| SAGESPRING WEALTH PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC | Nov 25, 2025 | Jan 14, 2026 | 50 | Firm change | RIA to RIA |
| ALLIANCEBERNSTEIN L.P. | SAGESPRING WEALTH PARTNERS | Nov 22, 2024 | Dec 1, 2024 | 9 | Firm change | Other |
| SYNDICATED CAPITAL, INC. | ALLIANCEBERNSTEIN L.P. | Feb 5, 2019 | May 21, 2019 | 105 | Firm change | Other |
| WELLS FARGO ADVISORS | SYNDICATED CAPITAL, INC. | Jul 11, 2016 | Jul 27, 2018 | 746 | Firm change after gap | Wirehouse to RIA |