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Advisor at SAGE ADVISORY SERVICES LTD CO
AUSTIN, TX
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 ADVISORY SERVICES LTD CO | Mixed wealth | Jun 15, 2018 | n/a | yes | AUSTIN, TX | Current employment |
| BOYD WATTERSON ASSET MANAGEMENT, LLC | Other adviser | Jan 3, 2011 | Mar 26, 2018 | no | CLEVELAND, OH | Previous registration |
| SOVEREIGN ADVISERS | n/a | Oct 2, 2006 | Dec 31, 2010 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT, LLC | SAGE ADVISORY SERVICES LTD CO | Mar 26, 2018 | Jun 15, 2018 | 81 | Firm change | Other |
| SOVEREIGN ADVISERS | BOYD WATTERSON ASSET MANAGEMENT, LLC | Dec 31, 2010 | Jan 3, 2011 | 3 | Firm change | Other |