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David Karl Pence

Sage Mountain Advisors, LLC

Atlanta, GA

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Current Employers
Sage Mountain Advisors, Llc

945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-08-30
  • GA RA
    APPROVED
    Since 2024-08-30

Branch Locations

945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • 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
The Daniel Financial Group, Llc Norcorss GA 07/2017 12/2019
Fellowship Of Christian Athletes Norcross GA 05/2016 06/2017
The Mather Group, Llc Chicago IL 01/2020 07/2021
The Mather Group, Llc Chicago IL 07/2021 06/2024
Sage Mountain Advisors, Llc Atlanta GA 06/2024 Present
Previous Registrations
  • 2020-01-09 → 2024-07-12
    The Mather Group, Llc
    Atlanta, GA
    Chicago, IL
  • 2019-10-24 → 2020-01-07
    Daniel Advisors
    Norcross, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-03
  • S65 Uniform Investment Adviser Law Examination
    2019-10-03

View on SEC IAPD

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