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5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-16 |
| TX | RA | APPROVED_RES | 2022-05-05 |
Branch Locations
5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Fund Distributors | St Petersburg | FL | 06/2016 | 08/2019 |
| Raymond James & Associates | Saint Petersburg | FL | 08/2019 | 04/2022 |
| Sage Advisory Services, Ltd Co. | Austin | TX | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
| S66 | Uniform Combined State Law Examination | 2017-04-10 |
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