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Advisor at SAGE FINANCIAL GROUP INC.
WEST CONSHOHOCKEN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SAGE FINANCIAL GROUP INC. | Independent wealth | Oct 25, 2002 | n/a | yes | WEST CONSHOHOCKEN, PA | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 1, 2002 | Oct 15, 2002 | no | BALA CYNWYD, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | SAGE FINANCIAL GROUP INC. | Oct 15, 2002 | Oct 25, 2002 | 10 | Firm change | Other |