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Advisor at INLIGHT WEALTH
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 |
|---|---|---|---|---|---|---|
| INLIGHT WEALTH | Independent wealth | Sep 16, 2026 | n/a | yes | ATLANTA, GA | Current employment |
| SAGE MOUNTAIN ADVISORS, LLC | Independent wealth | Jan 23, 2023 | Aug 17, 2026 | no | ATLANTA, GA | Previous registration |
| Corient | Independent wealth | Oct 13, 2022 | Jan 17, 2023 | no | ATLANTA, GA | Previous registration |
| CI BRIGHTWORTH PRIVATE WEALTH | Former SEC adviser | Jun 17, 2022 | Jan 17, 2023 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAGE MOUNTAIN ADVISORS, LLC | INLIGHT WEALTH | Aug 17, 2026 | Sep 16, 2026 | 30 | Firm change | RIA to RIA |
| CI BRIGHTWORTH PRIVATE WEALTH | Corient | Jan 17, 2023 | Oct 13, 2022 | -96 | Firm change after gap | RIA to RIA |
| Corient | SAGE MOUNTAIN ADVISORS, LLC | Jan 17, 2023 | Jan 23, 2023 | 6 | Firm change | RIA to RIA |