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

Aug 17, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S66

First exam

Aug 17, 2012

First registration

Apr 23, 2013

Dual registered

no

Other names

CYNTHIA DIANE DANIELS|CYNTHIA DIANE SANDERS

IAPD individual key

6082323

• Occurred

  Nov 20, 2024
  Advisor changed firm

  Cynthia Diane Alvarez left Wambolt & Associates, Llc for Metis, L.L.C. (registered 2014-06-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0c5b5d19-7fe6-381f-426e-693f51bc9dea

First observed

Apr 23, 2013

Last observed

Sep 14, 2026 6 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.