Inactive

Melania Mccarley

Sage Advisory Services Ltd Co

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Current Employers

Sage Advisory Services Ltd Co

5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-05-11

TX RA
APPROVED

Since 2023-05-11

Branch Locations

5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States

Prosper, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Valeo Financial Advisors	Indianapolis	IN	06/2016	05/2017
American Funds	Carmel	IN	06/2017	07/2021
Resolute Investment Distributors, Inc	Irving	TX	08/2021	05/2023
Resolute Investment Services	Irving	TX	08/2021	05/2023
Sage Advisory Services	Austin	TX	05/2023	Present

06/2016 → 05/2017

Valeo Financial Advisors

Indianapolis, IN
06/2017 → 07/2021

American Funds

Carmel, IN
08/2021 → 05/2023

Resolute Investment Distributors, Inc

Irving, TX
08/2021 → 05/2023

Resolute Investment Services

Irving, TX
05/2023 → Present

Sage Advisory Services

Austin, TX

Previous Registrations

2021-12-06 → 2023-05-04

American Beacon Advisors, Inc.

Irving, TX
2017-06-27 → 2021-07-20

Capital Client Group, Inc.

Carmel, IN
2016-06-22 → 2017-06-23

Valeo Financial Advisors, Llc

Carmel, IN
2014-07-31 → 2016-04-01

Wells Fargo Advisors Financial Network, Llc

Lafayette, IN
2013-05-17 → 2014-07-24

Valic Financial Advisors, Inc.

Carmel, IN
2010-11-01 → 2013-05-13

American Beacon Advisors, Inc.

Irving, TX
2007-09-12 → 2008-12-05

Rek Advisors, Inc.

Houston, TX
2006-09-08 → 2007-07-05

Invesco Aim Private Asset Management, Inc.

Houston, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-09-16
S66	Uniform Combined State Law Examination	2006-09-07

S63 Uniform Securities Agent State Law Examination

2010-09-16
S66 Uniform Combined State Law Examination

2006-09-07

Other Names

Melania Ponce

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION

EVERLONG FINANCIAL

HARRELL INVESTMENT PARTNERS, LLC

WEATHERGAGE CAPITAL, LLC

LBJ FAMILY WEALTH ADVISORS, LTD.

JAMES S. MARROQUIN, CFP

OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK

ALEXANDER BURTON YEAGER

Jonathan Martin Haefner

David Nathan Van Winkle

DILDA DEEPAK DALVI

ANNA VICTORIA BODINE

Stephanie Caroline Morgan

ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX

EVERLONG FINANCIAL · AUSTIN, TX

EDWARD JONES · Austin, TX

HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX

WEATHERGAGE CAPITAL, LLC · AUSTIN, TX

LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX

JAMES S. MARROQUIN, CFP · AUSTIN, TX

OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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