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Karina Isabel Sales Linehan

Sagebroadview Wealth Management, LLC

Morristown, NJ

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Current Employers
Sagebroadview Wealth Management, Llc

10 Waterside Drive Suite 305, Farmington, CT 06032-2837 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-03-05
  • NJ RA
    APPROVED
    Since 2020-03-05

Branch Locations

89 Headquarters Plaza North Tower, Suite 1419, Morristown, NJ 07960 • 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
OrganizationCityStateFromTo
Jeffrey Buffum New York NY 07/2016 01/2017
Northwestern Mutual Life Insurance Company Paramus NJ 01/2017 07/2018
Northwestern Mutual Wealth Management Company Paramus NJ 03/2018 07/2018
Sagebroadview Wealth Management, Llc Farmington CT 10/2018 09/2021
Sagebroadview Wealth Management, Llc Farmington CT 09/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-02
S63 Uniform Securities Agent State Law Examination 2018-01-25
  • S65 Uniform Investment Adviser Law Examination
    2020-03-02
  • S63 Uniform Securities Agent State Law Examination
    2018-01-25
Other Names
  • Karina Isabel Sales

View on SEC IAPD

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