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Advisor at SAGE ADVISORS, LLC
EDMONDS, WA | Woodland, CA
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 |
|---|---|---|---|---|---|---|
| SAGE ADVISORS, LLC | Independent wealth | May 28, 2019 | n/a | yes | EDMONDS, WA|Woodland, CA | Current employment |
| KMS FINANCIAL SERVICES, INC | Former SEC adviser | Sep 18, 2015 | Oct 30, 2020 | no | Edmonds, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KMS FINANCIAL SERVICES, INC | SAGE ADVISORS, LLC | Oct 30, 2020 | May 28, 2019 | -521 | Firm change after gap | Other |