Khaled Awad Taha

Current Employers

Employment History

• 10/2011 → 10/2020
  Raymond James Financial Services, Inc.
  Wheaton, IL
• 10/2011 → 10/2020
  Raymond James Financial Services Advisors Inc.
  Wheaton, IL
• 11/2017 → Present
  Sage Management Holdings, Llc
  San Juan, PR
• 01/2020 → Present
  Sage Advice Group Enterprises, Llc
  Oakbrook Terrace, IL
• 01/2019 → Present
  Sage Tax Advisory
  Oakbrook Terrace, IL
• 11/2014 → Present
  Sage Private Wealth Group, Llc
  Oakbrook Terrace, IL

Previous Registrations

• 2011-10-28 → 2020-10-05
  Raymond James Financial Services Advisors, Inc
  Oakbrook, IL
• 2013-10-04 → 2014-12-31
  Lasting Legacy, Ltd.
  Park Ridge, IL
• 2007-03-03 → 2011-10-31
  Edward Jones
  Wheaton, IL

Other Businesses

1) SAGE Private Wealth Group Tax Advisory, dba SAGE Tax Advisory. Address: Oakbrook Terrace, IL Nature of the Business: Accounting/CPA Position/Title: Managing Member/Owner Investment Related :No Start Date: 01/0 1/20 19 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 4 Description of duties: My specific role will be strategic in nature. I will serve as the Managing Member of the entity. I will not provide any tax advice; tax advice will be given and/or tax services shall be rendered by employees of the entity that are qualified to do so. 2) SAGE Management Holdings. Address: San Juan, PR Nature of the Business: Business Owner Position/Title: Proprietor/Owner Investment Related :Yes Start Date: 06/10/20 19 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 4 Description of duties: Make management decisions for all SAGE branded entities. 3) SAGE Advice Group Enterprises, LLC Address: Oakbrook Terrace, IL Nature of the Business: Business Owner Position/Title: Managing Member/Owner Investment Related:No Start Date: 01/2020 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 4 Description of duties: As an owner, my specific role will generally be strategic in nature to guide business decisions. I may engage with clients to deliver advice on establishing, expanding or running an entrepreneurial endeavor.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-23
• S63 Uniform Securities Agent State Law Examination
  2002-01-31

Other Names

• Khaled Taha