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Advisor at SAGE RHINO CAPITAL LLC
MENLO PARK, CA | Nashville, TN
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 RHINO CAPITAL LLC | Independent wealth | Apr 4, 2024 | n/a | yes | MENLO PARK, CA|Nashville, TN | Current employment |
| PROFFITT & GOODSON INC. | Independent wealth | Jan 23, 2021 | Mar 26, 2024 | no | KNOXVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROFFITT & GOODSON INC. | SAGE RHINO CAPITAL LLC | Mar 26, 2024 | Apr 4, 2024 | 9 | Firm change | RIA to RIA |