Loading view. Darwin Johnson (CRD# 4147691) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 23 years of experience in the finance industry. Δ. This field is for validation purposes and should be left unchanged. offers retirement income planning services, tax planning, insurance and estate planning and assistance with decisions concerning major sales or purchases. November 17, 2023. in Savannah, GA. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. False statements or omissions may result in denial of your application, revocation of your registration, or criminal SAGEGUARD FINANCIAL. 2008 - Present (15 years) Pineywoods Financial Services. Δ. Sageguard Financial Group, LLC Spring, TX Dec 2022 - Current < 1; Alphastar Capital Management LLC Cornelius, NC Jul 2021 - Current 2; Office Of Patrick J. Loading view. Christopher W. zipp@primerica. Loading view. The content of this summary, and the available detailed report, is governed by FINRA Rule 8312, and is primarily based on information filed on uniform registration forms. 2012 2014 2016 2018 2020 2022 2024 ia sageguard financial group, llc (crd# 160266) 2022 - present (<1 year) ia alphastar capital management, llc (crd#. Δ. Unfortunately, that likely would provide less than $1,000 per month for a retiree, for only 15 years. S. This field is for validation purposes and should be left unchanged. 00. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This event is capped at 100 residents / Limit 2 per household. Δ. Jeffrey Atchison is a financial advisor operating in Abilene, Texas, who has 2 years of industry experience. Wehrly Spring, TX Oct 1993 - Current 30; Sageguard Financial Group, LLC Spring, TX Nov 2014 - Dec 2021 7; Redhawk Wealth Advisors, Inc. Analyst Sentiment - World. This field is for validation purposes and should be left unchanged. Joseph Wehrly is a financial advisor who works out of Spring, Texas who has 2 years of relevant experience. SageGuard Financial Group is a financial advisor and investment management firm that's based in Goodlettsville, Tennessee, which is just outside Nashville. Dj Johnson's Phone Number and Email Last Update. Δ. 7 million of regulatory assets for 2,871 client accounts. info@unionfinancialsvc. 💰. Jan 2006 - Present 17 years 11 months. Texas insurance license #_____. Δ. 9 million and provides investment advisory services for 2,405 clients (1:219 advisor/client ratio). This field is for validation purposes and should be left unchanged. All Codes Verified. Δ. Sageguard Financial Group Not associated with Indyfin. None of these entities are affiliated with the Social Security Administration or any other governmental agency. None of these entities are affiliated with the Social Security Administration or any other governmental agency. Loading view. His love of learning helps ensure that our office is up on the. Loading view. ΔThis field is for validation purposes and should be left unchanged. SageGuard Financial Group General Information. Sage Financial is an independent fee-only financial. Δ. Heidi King (CRD# 5021599) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. Over the course of their career, Johnson has held roles at Sageguard Financial Group, Alphastar Capital Management LLC and Sageguard Financial. com Find more info on AllPeople about Corinna Zipp and Primerica Financial Services, as well as people who work for similar businesses nearby, colleagues for other branches, and more. Δ. Find all the latest SageGuard Financial Group In Nashville, TN coupons, discounts, and promo codes at CouponAnnie in Sep 2023💰. Bryson is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. Videos; Blog; Podcasts; Schedule a Meeting; Subscribe to our YouTube Channel;. 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 ia alphastar capital management, llc (crd# 157423) 2021 - present (2 years) ia sageguard financial group, llc (crd# 160266) 2017 - 2021 (4 years) ia aspen wealth management (crd# 164591) 2017 - 2017 (<1 year) ia aspen wealth management (crd# 164591) 2012 - 2016 (4 years) ia sowell. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN : ALPHASTAR CAPITAL MANAGEMENT, LLC (CRD#:157423) Splendora, TX . SageGuard Financial Group is a financial services company that provides retirement planning, investment planning, and asset management. 9. Loading view. The Company offers portfolio management, consulting, financial planning, and investment supervisory services. record. Life Insurance in Goodlettsville, TN. Δ. Loading view. Loading view. Δ. Read More . Sageguard Financial Group Not associated with Indyfin. ΔThis field is for validation purposes and should be left unchanged. David and his wife, Allison, live in. See BBB rating, reviews, complaints, & more. Sageguard Financial Group, LLC is a large advisory firm based in Goodlettsville. Participated in various trainings to expand ethical decision making. Nashville investors, do you have the strategies you need to thrive — not just survive — in a recession? We prepare for floods, fires, and earthquakes, but…In the Media We help individuals and families pursue their ideal retirements. This field is for validation purposes and should be left unchanged. sageguard financial group, llc ( crd # 160266/sec#:801-127052 ) show all 14 ASPEN WEALTH MANAGEMENT, WIN FINANCIAL STRATEGIES, VANCE FINANCIAL, THE. Wehrly, Redhawk Wealth Advisors, Inc, Alphastar Capital Management LLC and Sageguard Financial Group, LLC. Work History; Financial Exams; Company Name Location Dates Years; Lpl Financial, LLC Lebanon, TN Apr 2001 - Current 22;. Loading view. Loading view. About. For additional information about investment advisers or broker. This field is for validation purposes and should be left unchanged. Personalized advice for portfolio size of 100K & above . Hodges is a financial advisor at Lpl Financial LLC in Lebanon, Tennessee. CONTACT. Nashville Lawn & Garden Show - Sign Up for Free Tickets… SageGuard Financial Group, DJ Johnson is excited to provide 100 tickets to the Nashville Lawn and Garden Show. Work History; Financial Exams; Company Name Location Dates Years; Equitable Advisors, LLC New York, NY Sep 1999 - Current 24;. Back Submit. Work History; Financial Exams; Company Name Location Dates Years; Lpl Financial, LLC Lebanon, TN Apr 2001 - Current 22;. Throughout their career, Wehrly has worked at Office Of Patrick J. 1 Their goal was to provide individual investors with advice. Raymond Erker, and two of his associates, face federal charges for stealing $9. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. 1 There’s an interesting dichotomy among demographics when it comes to retirement planning these… We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Δ We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Sageguard Financial Group, registered in 2022, serves 3 state (s) with a licensed staff of 11 advisors. Previously, Dj was the National Sales Manager at Firs t Horizon National and also held positions at U. Loading view. Goodlettsville , Tennessee , United States 11-50Sageguard Financial Group, LLC Spring, TX Dec 2022 - Current < 1; Alphastar Capital Management LLC Cornelius, NC Jul 2021 - Current 2; Office Of Patrick J. Δ. Adams CRD# 4183126 Raymond James Financial Services Advisors, Inc. The firm's client base made up entirely of individuals. All communications by SageGuard Financial Group, LLC or any of its managers, officers, employees, representatives, affiliates or agents (collectively “SageGuard”) are subject to our Terms Of Service . November 17, 2023. Goodlettsville , Tennessee ,. Menu. 08/31/2016 - 12/07/2021 . Loading view. None of these entities are affiliated with the Social Security Administration or any other governmental agency. Let's discuss. Jeffrey P. Disclosure Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. On March 10th, Silicon Valley Bank (SVB), a bank catering to startups closed its doors after it could no longer cover withdrawals. SageGuard Financial Group, LLC provides investment advisory and brokerage services. This field is for validation purposes and should be left unchanged. Over the course of their career, Atchison has held roles at Sageguard Investment Advisory Services, Alphastar Capital Management LLC and Sageguard Financial Group, LLC. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Compare 2 to 3 financial advisors in Savannah, GA . In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes China experienced its peak in the fourth quarter of 2020. Written by investor. Δ. IA SAGEGUARD FINANCIAL GROUP, LLC 160266 Savannah, GA 10/11/2017 - 12/07/2021 IA BROOKSTONE CAPITAL MANAGEMENT LLC 141413 Savannah, GA 02/23/2007 - 10/11/2017 For additional registration and employment history details as reported by the individual, refer to the Registration and EmploymentAbout this Advisor. SageGuard Financial Group General Information. President of SageGuard Financial Group 1y Report this post The U. Safeguard Investment Advisory Group, registered in 2017, serves 12 state (s) with a licensed staff of 9 advisors. coulson@cbre. Sageguard Financial Group manages $345. Adams CRD# 4183126 Raymond James Financial Services Advisors, Inc. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. This field is for validation purposes and should be left unchanged. Horne works at Alphastar Capital Management, LLC. This field is for validation purposes and should be left unchanged. DISCLOSURE INFORMATIONWendy Ward-D'Angelo is on Facebook. Loading view. 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 ia alphastar capital management, llc (crd# 157423) 2021 - present (2 years) ia sageguard financial group, llc (crd# 160266) 2017 - 2021 (4 years) ia aspen wealth management (crd# 164591) 2017 - 2017 (<1 year) ia aspen wealth management (crd# 164591) 2012 - 2016. They manage $345,874,753 in 2,405 accounts and serve the financial needs of clients across 3 states (or territories). Δ. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. Δ. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Florida, and 13 other states. Loading view. ΔIA SAGEGUARD FINANCIAL GROUP, LLC 160266 GOODLETTSVILLE, TN 06/23/2017 - 12/07/2021 IA ASPEN WEALTH MANAGEMENT 164591 SUGAR LAND, TX 06/06/2017 - 09/20/2017. Δ. President of SageGuard Financial Group 10mo Report this post Report Report. Δ. Loading view. Loading view. As a financial professional who can offer investment and insurance products and services, Patrick possesses a vast knowledge of taxes, Social Security, Medicare, financial planning, securities and insurance. This field is for validation purposes and should be left unchanged. com. This field is for validation purposes and should be left unchanged. Sageguard Financial Group is based out of Goodlettsville. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Loading view. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Δ. Δ. As an independent Investment. This field is for validation purposes and should be left unchanged. Financial Services; Tax Planning; Our Team; Attend an EventBedford F. Loading view. . Portfolio Disclaimer. He has passed the Series 63 and 65 securities exams and holds annuity, health and life insurance licenses. View By: Examination(s) Close. in Madison, TN has been helping you select the loan option… read more Patrick founded The Wehrly Group in 2005 and serves as our firm’s mentor. Indyfin; Savannah; John Evans. record. SAGEGUARD FINANCIAL GROUP Company Profile | Goodlettsville, TN | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor information, contact details & financial data for !company_name! of !company_city_state!. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. The Company offers portfolio management, consulting, financial planning, and. Smith. Doors Open: 6:30pm Movie Showing: 7:00pmThis field is for validation purposes and should be left unchanged. ΔDavid L. New EventDj Johnson is the President at SageGuard Financial Group based in Goodlettsville, Tennessee. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Loading view. Loading view. com. Brokerage and investment advisory services and fees differ, and it is important that you understand the differences. Δ. Loading view. 10/07/2014 - 09/13/2016 . Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. SAGEGUARD FINANCIAL GROUP, LLC 3 years 1 month Insurance Specialist SAGEGUARD FINANCIAL GROUP, LLC May 2020 - Aug 2020 4 months. Sageguard Financial Group, LLC is a large advisory firm based in Goodlettsville. Wehrly is currently employed by Alphastar Capital Management, LLC. President of SageGuard Financial Group 1y Report this post SEC Chair Gary Gensler is encouraging his agency to explore and further develop regulations regarding cryptocurrency. Join Facebook to connect with Denae Jones and others you may know. This field is for validation purposes and should be left unchanged. 98003. Facebook gives people the power to share and makes the world more open and connected. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services. William A. Sageguard Financial Group, LLC (CRD# 160266) is a financial advisory firm headquartered in Goodlettsville, TN. Christopher W. Texas insurance license #_____. ΔAll communications by SageGuard Financial Group, LLC or any of its managers, officers, employees, representatives, affiliates or agents (collectively “SageGuard”) are subject to our Terms Of Service . 07/15/2015 - 09/05/2018 . winston@ashfordadvisors. Marine Corps, First Tennessee National. Loading view. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. State Securities Law Exam. Minneapolis, MN Jun 2011 - Nov 2014 3;Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr. Hay is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. We keep our clients well-informed, prepared to succeed with in-house, specialty expertise, and original thought leadership. Similar Advisors. See BBB rating, reviews, complaints, request a quote & more. SageGuard Financial Group, LLC. Loading view. This field is for validation purposes and should be left unchanged. Sageguard Financial Group manages $345. SageGuard Financial Group is a financial services company that provides retirement planning, investment planning, and asset management. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN . This organization is not BBB accredited. SAGEGUARD FINANCIAL GROUP, LLC 3 years 1 month Insurance Specialist SAGEGUARD FINANCIAL GROUP, LLC May 2020 - Aug 2020 4 months. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. * Social Security planning. com. This field is for validation purposes and should be left unchanged. What is a EIN Number?Eric J. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Jeffrey P. Kirkland is a financial advisor at Lpl Financial LLC in Lebanon, Tennessee. Atchison CRD# 5875146 Sageguard Financial Group, LLC. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. David is a financial professional who can offer investment and insurance products and services. has let Russia’s payment license lapse, leaving Russia to make nearly $2 billion in debt payments until the end of 2022. Δ. Contact Tracey Hay for financial advice today. Tuesday, February 21 / 2:30 PM - 4:00 PMThis field is for validation purposes and should be left unchanged. Are there events disclosed about this. Wehrly works at Alphastar Capital Management, LLC. Jeffrey P. Facebook gives people the power to share and makes the world more open and connected. Tell Us Your Financial Goals ; Get matched with 2 to 3President of SageGuard Financial Group 1y Report this post It’s not the Great Pumpkin, Charlie Brown, but it’s close: a 2,554 lb pumpkin grown in upstate New York has won the U. Wyman & Associates, newly rebranded to Wyman Financial Solutions. Loading view. , San Diego California 92121, (800) 431-3500. Loading view. Loading view. Δ. Provider of retirement and investment planning services serving retirees, married couples, widowers, and baby boomers. Loading view. *Retirement Planning. CRD Number: 5021599. Found 1 colleague at Primerica Financial Services. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) PORTLAND, ME . We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This field is for validation purposes and should be left unchanged. Patrick Wehrly is a financial advisor operating in Cornelius, North Carolina, who has 2 years of industry experience. Loading view. SageGuard Financial 11mo Report this post Report Report. The Company offers portfolio management, consulting, financial planning, and investment supervisory services. This field is for validation purposes and should be left unchanged. Δ. President of SageGuard Financial Group 2mo Report this post Report Report. yvonne. Financial Services in Victoria, BC. SageGuard Financial Group has $6. Δ. Loading view. Δ. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. Compare 2 to 3 financial advisors in Savannah, GA . Hay is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. Atchison CRD# 5875146 Sageguard Financial Group, LLC. This field is for validation purposes and should be left unchanged. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN : PAUL WINKLER, INC. 8 miles away from Sageguard Financial Group When you need quick, reliable access to cash or financial services, the Speedy Cash in Madison is your go-to stop! Since 2013, the team at our store on 120 Gallatin Pike S. Loading view. ΔSageguard Financial Group, LLC Spring, TX Dec 2022 - Current < 1; Alphastar Capital Management LLC Cornelius, NC Jul 2021 - Current 2; Office Of Patrick J. regulators, customer disputes and arbitrations, and financial disclosures such as bankruptcies and unpaid judgments or liens. Personalized advice for portfolio size of 100K & above . 2021 - Present (2 years) Alphastar Capital Management LLC. Back Submit. Christopher J. Δ. SageGuard Financial Group was a net seller of stock by $-213M. Contact Tracey Hay for financial advice today. crd# 131563 erie, pa ia 01/22/2003 - 12/31/2004 xelan financial planning, inc. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN . The firm provides its clients with investment management and financial planning services, as well as educational seminars and. SageGuard Financial Group is a financial services company that provides retirement planning, investment planning, and asset management. SageGuard Financial 3y Report this post Report Report. ΔSageGuard Financial Group 2012 - Aug 2016 4 years. Loading view. com. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Loading view. This field is for validation purposes and should be left unchanged. Δ. Tracey L. Our Leadership Team is comprised of passionate financial planners and professionals serving the Atlanta area. This field is for validation purposes and should be left unchanged. • Tax and maintenance advice. Create Email Alert. New Business Case Manager. This field is for validation purposes and should be left unchanged. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. com Reliance on Information Posted We do not warrant the accuracy, completeness or usefulness of information made available on the Website. Loading view. Loading view. Δ. 02/07/2020 - 06/10/2020 . 09/07/2016 - 12/07/2021 . Provide investment and insurance advice, support and consultation for pre-retirees and retirees. 6 Social Security Changes for 2022 investopedia. This field is for validation purposes and should be left unchanged. Loading view. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. 07/19/2021 - 09/01/2023 . Sageguard Financial Group Phoenix, AZ Jun 2014 - May 2021 6; Eric James Financial Advisory, Pllc Phoenix, AZ Nov 2010 - Jan 2018 7; H. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Similar Advisors. ΔMeagen is dedicated to helping clients and their families realize their financial needs and goals so they can retire with confidence. Atchison CRD# 5875146 Sageguard Financial Group, LLC. Δ. Δ. Throughout their career, Wehrly has worked at Office Of Patrick J. Primary Business Name: SAGEGUARD FINANCIAL GROUP, LLC CRD Number: 160266 Other-Than-Annual Amendment - All Sections Rev. Loading view. They manage $345,874,753 in 2,405 accounts and. SageGuard Financial Group, LLC provides investment advisory and brokerage services. This field is for validation purposes and should be left unchanged. ΔWe are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Current Firm: Raymond James Financial Services Advisors, Inc. None of these entities are affiliated with the Social Security Administration or any other governmental agency. November 17, 2023. President of SageGuard Financial Group 10mo Report this post Report Report. There are 4 other people named Corinna Zipp on AllPeople. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. 03/27/2015 - 09/13/2016 . Δ. Back. Coast Guard captain and Registered Financial Consultant, can support your charter business through myriad services such as: • Development of effective, efficient operational plans. United States Canada UK Hong Kong Japan Australia New Zealand. It manages $264. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. 288 likes. WEHRLY, SAGEGUARD INVESTMENT ADVISORY SERVICES, LLC… SageGuard Financial Group's headquarters are located at 3066 Business Park Cir, Goodlettsville, Tennessee, 37072, United States What is SageGuard Financial Group's phone number? SageGuard Financial Group's phone number is (615) 859-4567 What is SageGuard Financial Group's official website? We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Our financial advisors will help you develop strategies to prepare for unexpected medical expenses, ways to create income to help support your desired lifestyle as you plan for retirement, and methods to manage wealth and assets efficiently. Δ. This field is for validation purposes and should be left unchanged. Loading view. The rate was higher among African American respondents (38% versus 31% of Caucasians), which wasn’t a surprising statistic given…This field is for validation purposes and should be left unchanged. ΔSage Financial is an independent fee-only financial adviser (RIA) firm. Sageguard Financial Group, LLC (CRD# 160266) is a financial advisory firm headquartered in Goodlettsville, TN. Kane & Crowell, PLLC. This field is for validation purposes and should be left unchanged. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Florida, and 13 other states. 7 million and provides investment advisory services for 1,260 clients (1:140 advisor/client ratio). ia 09/07/2016 - 12/07/2021 sageguard financial group, llc crd# 160266 goodlettsville, tn b 03/27/2015 - 09/13/2016 ubs securities llc crd# 7654 new york, ny b 10/25/2014 - 09/13/2016 ubs financial services inc. Create Email Alert. ΔQuick Facts 608 Park Driv, Goodlettsville, TN 37072-3572 is the last known address for Herman. GREG AMBROSE Vice President National Apartment Group BC 1 604 662 5178 greg. It manages $264. RankThis field is for validation purposes and should be left unchanged. Additional Information. SageGuard Financial Group. Sageguard Financial Group is based out of Goodlettsville. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. National Apartment Group BC 1 604 662 5141 lance. Δ. Investment Advisor. 10/2021 9/20/2023 5:50:08 AM WARNING: Complete this form truthfully. Δ. Germany Switzerland Spain Poland Netherlands Greece France Ireland Italy Belgium Austria Israel TürkiyeThis field is for validation purposes and should be left unchanged. This document gives you a summary of theSageguard Financial Group, Llc (1861378) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Thursday, September 30, 2021This field is for validation purposes and should be left unchanged. My specialties include the following, but are not limited to: * Financial Planning. Contact David Gordon for financial advice today. com 1 Like. Loading view. This field is for validation purposes and should be left unchanged.