SagePoint Financial Complaints: Grant Christopher Birkley
SagePoint Financial fired its stockbroker Grant Christopher Birkley last August when he admitted to acting without the approval of the broker-dealer and making referrals to an external manager. This admission is tantamount to Birkley’s “selling away.” SagePoint Financial Background Sagepoint Financial was established in 1970 as a Broker-dealer engaged in stock sale. In 2005 the […]
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