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Advisor at SAVVY
San Diego, CA | NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Savvy | Independent wealth | Jul 15, 2025 | n/a | yes | San Diego, CA|NEW YORK, NY | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Apr 27, 2021 | Aug 29, 2025 | no | San Diego, CA | Previous registration |
| EPSTEIN AND WHITE FINANCIAL LLC | Former SEC adviser | Jun 20, 2016 | Jul 6, 2021 | no | SAN DIEGO, CA | Previous registration |
| EDWARD JONES | National bd RIA | Oct 6, 2014 | Jun 17, 2016 | no | ST LOUIS, MO|LA MESA, CA|LA MESA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | Savvy | Aug 29, 2025 | Jul 15, 2025 | -45 | Firm change after gap | RIA to RIA |
| EPSTEIN AND WHITE FINANCIAL LLC | MERCER GLOBAL ADVISORS INC. | Jul 6, 2021 | Apr 27, 2021 | -70 | Firm change after gap | RIA to RIA |
| EDWARD JONES | EPSTEIN AND WHITE FINANCIAL LLC | Jun 17, 2016 | Jun 20, 2016 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 147363:318493:CA:2025-08-29 | Aug 29, 2025 | Jul 15, 2025 | SAN DIEGO, CA | Firm change after gap |
| 281230:147363:CA:2021-07-06 | Jul 6, 2021 | Apr 27, 2021 | SAN DIEGO, CA | Firm change after gap |