Joey Dwayne Sager

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Edmond, OK
• 11/2016 → 09/2018
  Wells Fargo Clearing Services, Llc
  Edmond, OK
• 09/2018 → Present
  Venturi Wealth Management, Llc
  Oklahoma City, OK

Previous Registrations

• 2003-07-01 → 2018-09-25
  Wells Fargo Clearing Services, Llc
  Edmond, OK
  Edmond, OK
• 1988-01-08 → 2003-07-01
  Prudential Equity Group, Llc
  Edmond, OK

Other Businesses

THE SIRLOIN CLUB OF OK, NOT INVESTMENT RELATED, OKLAHOMA, SPONSORS & SUPPORTS YOUTH ACTIVITIES,DIRECTOR,BEGAN 1996, 3-5 HRS/YEAR.- HAPPY LANDINGS LLC, INVTMNT RELATED, 2101 AIR DEPOT BLVD EDMOND OK, SHARE OWNERSHIP OF AIRPLANE, MANAGING MEMBER, BEGAN 8/2006, LITTLE TIME SPENT, NOT DURING BUSNSS HOURS, NOT INVOLVED IN DAILY BUSINESS. - DWAYNE SAGER FARMS INC, INVSTMNT RELATED, ROUTE 1 BOX 86 BALKO OK, FAMILY FARM, CO-OWNER SECRETARY AND VP, NO TIME CURR SPENT. -QUALITY TIME LLC, NOT INVSTMNT RELATED, 2101 S AIR DEPOT BLVD EDMOND OK, CONCIERGE BUSINESS, SOLE OWNER, BEGAN 11/2007, 1-2 HRS/MNTH, NOT DURING BUSNSS HRS.- SAGER ENTERPRISES LLC;INVSTMNT RLTD; EDMOND,OK; LLC TO HOLD INVSTMNTS; 100% OWNER; START 6/29/09; MIN TIM/NOT DURING BSNSS HRS. - 4 STRONG WINDS LLC; INVSTMNT RELTD; OKLAHOMA CITY, OK; UNDEVELOPED LAND HOLDING CO; 5.55% OWNRSHP; START 12/30/09; 1 HR/MNTH; NOT DURING TRDNG HRS; NO DUTIES.- GOLDEN GATE DEVELOPMENT LLC; INVSTMNT RELATED;OKLAHOMA CITY, OK; LAND DEVELOPMENT CO.; 5.55% OWNRSHP; START 2/1/2010; 1 HOUR PER MNTH; NOT DURING TRADING HRS; NO DUTIES. - CP2 PROPERTIES, LLC; INVESTMENT RELATED; EDMOND, OK; LLC OWNS A COMMERCIAL OFFICE BUILDING; 6.88% OWNERSHIP; START DATE = 08/13/2010; NO TIME DEVOTED; PASSIVE INVESTOR. - J PLACE LLC; INVESTMENT RELATED; OKLAHOMA CITY, OK; HOLDING COMPANY FOR CP2 PROPERTIES, LLC OWNERSHIP; 55% OWNERSHIP IN J PLACE LLC; START DATE = 08/25/10; NO TIME DEVOTED; PASSIVE INVESTOR.- TREE TOP AVIATION LLC; NOT INVESTMENT RELATED; EDMOND, OK; LIABILITY PROTECTION FOR OWNING HELICOPTER; 100% OWNER; START DATE 8/2011; 0 HRS PER MONTH.- INTEGRIS HEALTH; NOT INVESTMENT RELATED; OKLAHOMA CITY, OK; HEALTHCARE SYSTEM; MEMBER OF THE BOARD OF DIRECTORS; START DATE = 07/01/2013; 2-4 HOURS DEVOTED PER MONTH; 2 DURING TRADING HOURS; DUTIES INVOLVE TAKING PART IN MEETINGS TO SUPPORT THE ORGANIZATION'S MISSION, GOALS, & NEEDS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-10-01
• S63 Uniform Securities Agent State Law Examination
  1985-11-21