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8980 E. Raintree Drive Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-23 |
| AZ | RA | APPROVED | 2015-07-27 |
Branch Locations
8980 E. Raintree Drive Suite 120, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Financial Advisors Inc. | Scottsdale | AZ | 09/2014 | Present |
HOLEMON PROPERTIES, LLC., PARTNER; RENTAL PROPERTY; ADDRESS OF PARTNERSHIP IS 5401 E. SHAW BUTTE DR SCOTTSDALE AZ 85254 FORMED 10/21/2011; 1 HOUR PER MONTH, 0 DURING TRADING HOURS. name and address of the other business: Andrew W. Holemon, CPA the nature of the other business, including whether it is investment-related: Tax Preparation and Tax Planning Not investment related the start date of your relationship with the other business: 2015 the approximate number of hours per month you devote to the other business: 50 hours all year (mostly during tax time)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-12 |
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