Hannah M Wright
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
16 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Sagespring Wealth Partners LLCOct 2026 to now
- BairdOct 2021 to Sep 2026
- Shooting Star Country ClubJul 2021 to Aug 2021
- Burger UpMay 2019 to Aug 2019
- Sneds Junior Golf TourMay 2018 to Jul 2018
- Washington and Lee UniversitySep 2017 to May 2021
- UnemployedMay 2017 to Sep 2017
- Battle Ground AcademyAug 2010 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Sagespring Wealth Partners
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7450805
- 283515