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Advisor at SAGE MOUNTAIN ADVISORS, LLC
ATLANTA, GA
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 MOUNTAIN ADVISORS, LLC | Independent wealth | Nov 25, 2025 | n/a | yes | ATLANTA, GA | Current employment |
| STADION MONEY MANAGEMENT, LLC | Independent wealth | Jun 8, 2023 | Nov 4, 2025 | no | WATKINSVILLE, GA | Previous registration |
| SAVANT WEALTH MANAGEMENT | Independent wealth | Mar 23, 2023 | May 8, 2023 | no | Atlanta, GA|ROCKFORD, IL | Previous registration |
| CAPITAL DIRECTIONS LLC | Former SEC adviser | Aug 30, 2021 | Apr 25, 2023 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT, LLC | SAGE MOUNTAIN ADVISORS, LLC | Nov 4, 2025 | Nov 25, 2025 | 21 | Firm change | RIA to RIA |
| SAVANT WEALTH MANAGEMENT | STADION MONEY MANAGEMENT, LLC | May 8, 2023 | Jun 8, 2023 | 31 | Firm change | RIA to RIA |
| CAPITAL DIRECTIONS LLC | SAVANT WEALTH MANAGEMENT | Apr 25, 2023 | Mar 23, 2023 | -33 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109762:107271:GA:2023-04-25 | Apr 25, 2023 | Mar 23, 2023 | ATLANTA, GA | Firm change after gap |