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Ethan Christopher Kok

Sage Wealth Planning

Georgetown, TX

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Current Employers
Sage Wealth Planning

116 W 8Th Street Unit 207, Georgetown, TX 78626 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-06
  • TX RA
    APPROVED
    Since 2022-01-06

Branch Locations

116 W 8Th Street Unit 207, Georgetown, TX 78626 • 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
Dow Chemical Company Midland MI 06/2016 04/2021
Sage Wealth Planning, Llc Georgetown TX 05/2021 Present
  • 06/2016 → 04/2021
    Dow Chemical Company
    Midland, MI
  • 05/2021 → Present
    Sage Wealth Planning, Llc
    Georgetown, TX
Other Businesses

Twin Capital Investments, LLC investment-related private residence in Round Rock, TX real estate investment company Member April 2019 1 hour per month 0 hours during trading I use my own capital to invest in small multi-unit buildings. I also help manage the properties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-18
  • S65 Uniform Investment Adviser Law Examination
    2021-03-18
Designations
Other Names
  • Ethan Kok
  • Ethan C Kok

View on SEC IAPD

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