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William Anthony Malloy

Sage Financial Group Inc.

West Conshohocken, PA

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Current Employers
Sage Financial Group Inc.

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-09-09
  • PA RA
    APPROVED
    Since 2022-09-09

Branch Locations

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • 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
Janney Montgomery Scott Philadelphia PA 05/2017 11/2020
Temple University Philadelphia PA 08/2012 05/2017
Sage Financial Group, Inc. West Conshohocken PA 06/2022 Present
Reliance Standard Life Insurance Philadelphia PA 11/2020 06/2022
  • 05/2017 → 11/2020
    Janney Montgomery Scott
    Philadelphia, PA
  • 08/2012 → 05/2017
    Temple University
    Philadelphia, PA
  • 06/2022 → Present
    Sage Financial Group, Inc.
    West Conshohocken, PA
  • 11/2020 → 06/2022
    Reliance Standard Life Insurance
    Philadelphia, PA
Designations

View on SEC IAPD

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Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
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