This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAVVY

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Aug 25, 2014

First registration

Sep 2, 2014

Dual registered

no

Other names

KACIE LYNN HOLCOMB|KACIE L SCHULZ

IAPD individual key

6275987

• Occurred

  Mar 11, 2022
  Advisor changed firm

  Kacie Lynn Schulz left Keystone Wealth Partners Llc for Fortify Financial Group, Llc (registered 2022-07-19)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:05507939-477c-869f-4e63-93b01b30277b

First observed

Sep 2, 2014

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.