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Brian Christopher Larson

Sage Advisory Services Ltd Co

New York, NY

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
TX RA APPROVED 2018-08-28
  • TX RA
    APPROVED
    Since 2018-08-28

Branch Locations

New York, NY • 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
Boyd Watterson Asset Management (& Legacy Firms) Cleveland OH 01/2007 10/2017
Sage Advisory Services, Ltd Co Austin TX 10/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-28
S63 Uniform Securities Agent State Law Examination 1995-12-21
  • S65 Uniform Investment Adviser Law Examination
    2018-08-28
  • S63 Uniform Securities Agent State Law Examination
    1995-12-21
Other Names
  • Brian C Larson

View on SEC IAPD

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