DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Sage Hoovel Kendall

Osaic Wealth, Inc.BD affiliatedEagle, Iddual registrantIAPD 4974849

Feed of 09/14/2026

Also filed as Sage Hoovel Kendall

At current firm

1 y

since Sep 9, 2025

In the industry

26 y

since May 1, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Osaic Wealth, Inc. BD affiliated current
since Sep 9, 2025 · Eagle, Id
Raymond James Financial Services Advisors, Inc BD affiliated
Jan 19, 2012 to Sep 10, 2025 · Boise, Id
Essex National Securities, Inc. former
Jul 26, 2010 to Jan 25, 2012 · Boise, Id
Addison Avenue Financial Partners, LLC unclassified
Jul 7, 2009 to Jul 16, 2012 · Boise, Id
Key Investment Services LLC BD affiliated
Oct 25, 2007 to Apr 7, 2009 · Boise, Id
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Oct 5, 2007 · Boise, Id
Morgan Stanley Dw Inc. unclassified
Feb 20, 2007 to Apr 2, 2007 · Boise, Id
Pruco Securities, LLC no RAUM
Apr 10, 2006 to Feb 7, 2007 · Boise, Id

Moves

a registration end followed by a registration begin elsewhere

Raymond James Financial Services Advisors, Inc to Osaic Wealth, Inc.
left Sep 10, 2025, registered Sep 9, 2025 (-1 days) · Affiliated broker-dealer or bank to another
Addison Avenue Financial Partners, LLC to Essex National Securities, Inc.
left Jul 16, 2012, registered Jul 26, 2010 (-721 days) · Other
Essex National Securities, Inc. to Raymond James Financial Services Advisors, Inc
left Jan 25, 2012, registered Jan 19, 2012 (-6 days) · Other
Key Investment Services LLC to Addison Avenue Financial Partners, LLC
left Apr 7, 2009, registered Jul 7, 2009 (91 days) · Other
Morgan Stanley & Co. LLC to Key Investment Services LLC
left Oct 5, 2007, registered Oct 25, 2007 (20 days) · Other
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
Pruco Securities, LLC to Morgan Stanley Dw Inc.
left Feb 7, 2007, registered Feb 20, 2007 (13 days) · Other

Signals

Sage Hoovel Kendall left Raymond James Financial Services Advisors, Inc for Osaic Wealth, Inc. (registered 2025-09-09)
Sep 10, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address