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Reading the graph
Reading the graph
Advisor at SAVVY
NEW YORK, NY | Orange, CA
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 | Apr 8, 2024 | n/a | yes | NEW YORK, NY|Orange, CA | Current employment |
| Farther | Independent wealth | Jan 3, 2024 | Mar 12, 2024 | no | SAN FRANCISCO, CA|ORANGE, CA | Previous registration |
| CENTAURUS FINANCIAL, INC. | Bd affiliated wealth | Dec 21, 2022 | Jan 2, 2024 | no | NEWPORT BEACH, CA|ORANGE, CA|ANAHEIM, CA | Previous registration |
| NEWPORT WEALTH ADVISORS, INC. | Independent wealth | Jan 9, 2018 | Mar 29, 2024 | no | NEWPORT BEACH, CA | Previous registration |
| NEWPORT WEALTH ADVISORS, INC. | Independent wealth | Oct 20, 2010 | Dec 31, 2017 | no | NEWPORT BEACH, CA | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | Feb 13, 2009 | Sep 27, 2010 | no | ORANGE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWPORT WEALTH ADVISORS, INC. | CENTAURUS FINANCIAL, INC. | Mar 29, 2024 | Dec 21, 2022 | -464 | Firm change after gap | RIA to ibd |
| Farther | Savvy | Mar 12, 2024 | Apr 8, 2024 | 27 | Firm change | RIA to RIA |
| CENTAURUS FINANCIAL, INC. | Farther | Jan 2, 2024 | Jan 3, 2024 | 1 | Firm change | Ibd to RIA |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | NEWPORT WEALTH ADVISORS, INC. | Sep 27, 2010 | Oct 20, 2010 | 23 | Firm change | Other |