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Advisor at SAGE MOUNTAIN ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| SAGE MOUNTAIN ADVISORS, LLC | Independent wealth | Dec 1, 2023 | n/a | yes | ATLANTA, GA | Current employment |
| PRUCO SECURITIES, LLC | No RAUM reported | May 12, 2010 | Mar 23, 2023 | no | DUNWOODY, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRUCO SECURITIES, LLC | SAGE MOUNTAIN ADVISORS, LLC | Mar 23, 2023 | Dec 1, 2023 | 253 | Firm change | Ibd to RIA |