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Inactive

Robert G Smith

Sage Advisory Services Ltd Co

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
AL RA APPROVED 2003-05-06
TX RA APPROVED 1997-04-02
  • AL RA
    APPROVED
    Since 2003-05-06
  • TX RA
    APPROVED
    Since 1997-04-02

Branch Locations

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
Sage Advisory Services, Ltd. Co. Austin TX 11/1996 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-04-29
  • S65 Uniform Investment Adviser Law Examination
    1994-04-29
Other Names
  • Bob Smith
  • Robert George Smith
  • Robert Smith

View on SEC IAPD

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OSAIC WEALTH, INC.

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ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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