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Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 1999-01-27 |
Branch Locations
Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Financial Group, Inc. | W. Conshohocken | PA | 10/1991 | Present |
I AM CO-PRESIDENT OF THE FOLLOWING COMPANIES ALL LOCATED IN CONSHOHOCKEN, PA AND ALL INVESTMENT RELATED: SAGE FINANCIAL GROUP, INC. (1991 TO PRESENT) AN RIA FIRM, SAGE REAL ESTATE GROUP, A REAL ESTATE GENERAL PARTNER (9/04 TO PRESENT), SAGE REAL ESTATE GROUP, II, A REAL ESTATE GENERAL PARTNER (8/04 TO PRESENT), SAGE REAL ESTATE MANAGEMENT CO., A REAL ESTATE MANAGEMENT COMPANY (9/04 TO PRESENT),COHN MANAGEMENT GROUP (11/28/02 TO PRESENT), A PRIVATE EQUITY GENERAL PARTNER, AND SAGE INVESTMENT GROUP (12/04 TO PRESENT). I SPEND APPROXIMATELY 95% OF MY TIME ON ISSUES RELATED TO THE ABOVE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-14 |
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