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RIA / WealthAdvisorCertified Financial Planner26 years in industry

Lauren Gadkowski Lindsay

Advisor at SAVVY

Houston, TX | NEW YORK, NY

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Search this name across graphsid dfx:ria:18bc671b-2885-913b-bd1f-d2bbf39fc448

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Apr 5, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 21, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Sep 21, 1999
First registration: Apr 5, 2003
Dual registered: no
Other names: LAUREN BARNES GADKOWSKI|LAUREN BARNES GADKOWSKI
IAPD individual key: 3139075

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Savvy	Independent wealth	Jun 16, 2026	n/a	yes	Houston, TX\|NEW YORK, NY	Current employment
SANCTUARY ADVISORS, LLC	Bd affiliated wealth	Apr 21, 2025	Aug 5, 2026	no	HOUSTON, TX\|FRANKLIN, TN	Previous registration
BEACON FINANCIAL PLANNING, INC	Independent wealth	Dec 18, 2020	Jul 10, 2025	no	Houston, TX\|HYANNIS, MA	Previous registration
WESTWOOD WEALTH MANAGEMENT	Mixed wealth	Feb 4, 2020	Dec 18, 2020	no	Houston, TX	Previous registration
PERSONAL FINANCIAL ADVISORS, LLC	Former SEC adviser	Dec 12, 2012	Oct 2, 2019	no	HOUSTON, TX\|COVINGTON, LA	Previous registration
COMPASS PLANNING ASSOCIATES, INC.	Independent wealth	Jan 14, 2005	Feb 24, 2006	no	WELLESLEY, MA	Previous registration
BEACON FINANCIAL PLANNING, INC.	Former SEC adviser	Sep 29, 2004	Jun 14, 2005	no	CENTERVILLE, MA	Previous registration
PFE ADVISORS, LLC	n/a	Apr 5, 2003	Jan 3, 2006	no	SOUTHBOROUGH, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SANCTUARY ADVISORS, LLC	Savvy	Aug 5, 2026	Jun 16, 2026	-50	Firm change after gap	Ibd to RIA
BEACON FINANCIAL PLANNING, INC	SANCTUARY ADVISORS, LLC	Jul 10, 2025	Apr 21, 2025	-80	Firm change after gap	RIA to ibd
WESTWOOD WEALTH MANAGEMENT	BEACON FINANCIAL PLANNING, INC	Dec 18, 2020	Dec 18, 2020	0	Firm change	RIA to RIA
PERSONAL FINANCIAL ADVISORS, LLC	WESTWOOD WEALTH MANAGEMENT	Oct 2, 2019	Feb 4, 2020	125	Firm change	RIA to RIA
COMPASS PLANNING ASSOCIATES, INC.	PERSONAL FINANCIAL ADVISORS, LLC	Feb 24, 2006	Dec 12, 2012	2,483	Firm change after gap	Other
PFE ADVISORS, LLC	BEACON FINANCIAL PLANNING, INC.	Jan 3, 2006	Sep 29, 2004	-461	Firm change after gap	Other
BEACON FINANCIAL PLANNING, INC.	COMPASS PLANNING ASSOCIATES, INC.	Jun 14, 2005	Jan 14, 2005	-151	Firm change after gap	RIA to RIA

Relationships

Registered with (8)

→ SAVVYRegistered adviserregistration: current employment
Jun 16, 2026 to presentfactForm ADV
→ SANCTUARY ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 21, 2025 to Aug 5, 2026factForm ADV
→ BEACON FINANCIAL PLANNING, INCRegistered adviserregistration: previous registration
Dec 18, 2020 to Jul 10, 2025factForm ADV
→ WESTWOOD WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 4, 2020 to Dec 18, 2020factForm ADV
→ PERSONAL FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 12, 2012 to Oct 2, 2019factForm ADV
→ COMPASS PLANNING ASSOCIATES, INC.Registered adviserregistration: previous registration
Jan 14, 2005 to Feb 24, 2006factForm ADV
→ PFE ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 5, 2003 to Jan 3, 2006factForm ADV
→ BEACON FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Sep 29, 2004 to Jun 14, 2005factForm ADV

Dated events

Occurred
Aug 5, 2026
Advisor changed firm
Lauren Gadkowski Lindsay left Sanctuary Advisors, Llc for Savvy (registered 2026-06-16)
Form ADVobserved 4 days ago
Occurred
Jul 10, 2025
Advisor changed firm
Lauren Gadkowski Lindsay left Beacon Financial Planning, Inc for Sanctuary Advisors, Llc (registered 2025-04-21)
Form ADVobserved 4 days ago