Michael J. Purifoy
SAGESPRING WEALTH PARTNERS
Brentwood, TN 37027
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CRD#: 5067359
Professional summary
Michael John Purifoy, CFP® is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Brentwood, Tennessee.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)Name of Business: Purifoy Wealth Team Address: 12 Cadillac Drive, Brentwood, TN, 37027, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 04/26/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: financial advisor (2)Name of Business: Sage Spring Wealth Partners Address: 12 Cadillac Drive, Suite 100, Brentwood, TN, 37027, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/28/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: LTC and DI (3)Name of Business: SageSpring Wealth Partners Address: 12 Cadillac Dr Ste 100, Brentwood, TN, 37027-5272, United States Activity Type: Independent RIA Position/Title: Officer - Vice President, Advisor, Owner/Proprietor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor and Team Leader, Finance Committee Leader, Board Member, Advisor Development Leader, Senior Executive Vice President
CRS (Client Relationship Summary) - RIA
Click below to view Michael John Purifoy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
September 28, 2016 - Present
SAGESPRING WEALTH PARTNERS
Office #1: 6 Cadillac Drive Suite 310, Brentwood, TN 37027RIA
CRD#: 283515
Brentwood, TN
Past
January 2, 2009 - December 20, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
BRENTWOOD, TN
Past
December 7, 2006 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
Brentwood, TN
Past
November 14, 2006 - November 27, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Brentwood, TN
Past
December 12, 2005 - November 3, 2006
LPL FINANCIAL LLC
RIA
CRD#: 6413
NASHVILLE, TN
Past
December 12, 2005 - November 3, 2006
LPL FINANCIAL LLC
BD
CRD#: 6413
NASHVILLE, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SAGESPRING WEALTH PARTNERS
SAGESPRING WEALTH PARTNERS | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. | SIAS INSURANCE GROUP
CRD#: 283515 / SEC#: 801-107971
RIA
Registered Investment Advisory firm - (7/6/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(9/28/2016)
IAR
Texas(3/30/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SAGESPRING WEALTH PARTNERS
SAGESPRING WEALTH PARTNERS | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. | SIAS INSURANCE GROUP
CRD#: 283515 / SEC#: 801-107971
RIA
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Contact information
Main Address
801 Crescent Centre Drive Suite 600, Franklin, TN 37067
Mailing Address
Phone number
(615) 861-6100
Established
Firm type
Fiscal year end
# of Employees
180
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,811 |
| AUM (Assets Under Management) | $ 6,485,071,326 |
Red Flags
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