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Advisor at SAGE INVESTMENT ADVISERS LLC
WAPPINGERS FALLS, NY
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 INVESTMENT ADVISERS LLC | Independent wealth | Nov 13, 2020 | n/a | yes | WAPPINGERS FALLS, NY | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 16, 2013 | Jul 16, 2019 | no | POUGHKEEPSIE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | SAGE INVESTMENT ADVISERS LLC | Jul 16, 2019 | Nov 13, 2020 | 486 | Firm change after gap | Wirehouse to RIA |