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JERRY LAWRENCE CARMODY
CRD#: 2914716
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Investment Adviser
SAGE PORTFOLIO MANAGEMENT LLCCRD#: 153512 NORMAN, OK
Registration History
2002200420062008201020122014201620182020202220242026IASAGE PORTFOLIO MANAGEMENT LLC (CRD# 153512)2014 - Present (11 years)IAWOODBURY FINANCIAL SERVICES, INC. (CRD# 421)2009 - 2010 (1 year)IALINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)2003 - 2006 (3 years)IATHE CAPITAL CHART ROOM, LTD (CRD# 117980)2002 - 2003 (<1 year)
License(s)

State Registrations

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Oklahoma 12/1/2023

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Texas 1/30/2014

Current Registration(s)
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SAGE PORTFOLIO MANAGEMENT LLC (CRD#:153512)
NORMAN, OK
Registered with this firm since 1/30/2014

Previous Registration(s)
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10/16/2009 - 10/18/2010 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) KELLER, TX
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01/13/2003 - 08/14/2006 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) DALLAS, TX
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08/01/2002 - 02/21/2003 THE CAPITAL CHART ROOM, LTD (CRD#:117980) ARLINGTON, TX
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.