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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 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10

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 Austin TX 07/2025 Present
Pgim Fixed Income Newark NJ 11/2021 06/2025
Huntington Bank Pittsburgh PA 09/2019 10/2021
Student Pittsburgh PA 07/2015 08/2019
  • 07/2025 → Present
    Sage Advisory Services
    Austin, TX
  • 11/2021 → 06/2025
    Pgim Fixed Income
    Newark, NJ
  • 09/2019 → 10/2021
    Huntington Bank
    Pittsburgh, PA
  • 07/2015 → 08/2019
    Student
    Pittsburgh, PA
Designations

View on SEC IAPD

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