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Detailed Report
DANIEL TODD PETERMAN JR.
DANIEL T PETERMAN
CRD#: 6538748
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Investment Adviser
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Previous Broker
SAGESPRING WEALTH PARTNERSCRD#: 283515 801 CRESCENT CENTRE DRIVE
SUITE 600
FRANKLIN, TN 37067
Registration History
201520162017201820192020202120222023202420252026IASAGESPRING WEALTH PARTNERS (CRD# 283515)2018 - Present (6 years)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2018 - 2024 (6 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2015 - 2018 (3 years)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2016 - 2018 (2 years)
License(s)

State Registrations

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Louisiana 4/9/2024
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Texas 4/9/2024
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Tennessee 12/11/2018
Current Registration(s)
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SAGESPRING WEALTH PARTNERS (CRD#:283515)
801 CRESCENT CENTRE DRIVE SUITE 600, FRANKLIN, TN 37067
Registered with this firm since 12/11/2018
Previous Registration(s)
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 11/27/2018 - 11/08/2024 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) FRANKLIN, TN
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 03/01/2016 - 11/15/2018 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) FRANKLIN, TN
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 11/09/2015 - 11/15/2018 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) FRANKLIN, TN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.