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Jack Raymond Kulpa

Sage Advisory Services Ltd Co

Allentown, NJ

Austin, TX

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Current Employers
Sage Advisory Services Ltd Co

5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-21
TX RA APPROVED_RES 2025-10-07
  • NJ RA
    APPROVED
    Since 2025-10-21
  • TX RA
    APPROVED_RES
    Since 2025-10-07

Branch Locations

Allentown, NJ • United States

5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • 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
Virtus Investment Partners Allentown NJ 04/2015 10/2016
Vp Distributors Llc Allentown NJ 05/2015 10/2016
Anchor Capital Advisors Llc Boston MA 11/2016 10/2025
Sage Advisory Services Austin TX 10/2025 Present
  • 04/2015 → 10/2016
    Virtus Investment Partners
    Allentown, NJ
  • 05/2015 → 10/2016
    Vp Distributors Llc
    Allentown, NJ
  • 11/2016 → 10/2025
    Anchor Capital Advisors Llc
    Boston, MA
  • 10/2025 → Present
    Sage Advisory Services
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-05-20
S65 Uniform Investment Adviser Law Examination 2015-09-25
  • S63 Uniform Securities Agent State Law Examination
    2024-05-20
  • S65 Uniform Investment Adviser Law Examination
    2015-09-25
Other Names
  • Jack R Kulpa

View on SEC IAPD

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