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Advisor at SAGE TRADING COLLECTIVE
SYLVANIA, OH
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 TRADING COLLECTIVE | Asset manager | Jul 28, 2025 | n/a | yes | SYLVANIA, OH | Current employment |
| COMMUNITAS FINANCIAL PLANNING PBC | State registered | Aug 16, 2023 | Dec 20, 2023 | no | OAKLAND, CA|Toledo, OH | Previous registration |
| FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | Independent wealth | Mar 10, 2023 | Jan 27, 2025 | no | Toledo, OH | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Oct 26, 2022 | Mar 2, 2023 | no | TOLEDO, OH | Previous registration |
| EDWARD JONES | National bd RIA | Jul 1, 2020 | Oct 29, 2020 | no | Toledo, OH|Sylvania, OH|ST LOUIS, MO|TOLEDO, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | COMMUNITAS FINANCIAL PLANNING PBC | Jan 27, 2025 | Aug 16, 2023 | -530 | Firm change after gap | RIA to state RIA |
| COMMUNITAS FINANCIAL PLANNING PBC | SAGE TRADING COLLECTIVE | Dec 20, 2023 | Jul 28, 2025 | 586 | Firm change after gap | Other |
| EAGLE STRATEGIES LLC | FIRST AFFIRMATIVE FINANCIAL NETWORK LLC | Mar 2, 2023 | Mar 10, 2023 | 8 | Firm change | Ibd to RIA |
| EDWARD JONES | EAGLE STRATEGIES LLC | Oct 29, 2020 | Oct 26, 2022 | 727 | Firm change after gap | Ibd to ibd |