DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner12 years in industry

Parker Allen Maxwell

Advisor at SAVVY

Englewood, CO | NEW YORK, NY | Aurora, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ee6e48f-a992-bc2b-cbd9-16c661f33004

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 24, 2015 to Sep 15, 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: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Dec 24, 2014
First registration: Sep 24, 2015
Dual registered: no
IAPD individual key: 6389660

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	Sep 1, 2026	n/a	yes	Aurora, CO\|Englewood, CO\|NEW YORK, NY	Current employment
VALEO FINANCIAL ADVISORS, LLC	Independent wealth	Feb 26, 2019	Sep 10, 2026	no	Denver, CO\|Littleton, CO\|CARMEL, IN	Previous registration
G&S CAPITAL LLC	Independent wealth	Apr 11, 2018	Jan 17, 2019	no	DENVER, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Sep 24, 2015	Mar 21, 2018	no	ENGLEWOOD, CO\|Denver, CO\|Lone Tree, CO\|Lone Tree, CO\|Denver, CO\|Colorado Springs, CO	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
VALEO FINANCIAL ADVISORS, LLC	Savvy	Sep 10, 2026	Sep 1, 2026	-9	Firm change	RIA to RIA
G&S CAPITAL LLC	VALEO FINANCIAL ADVISORS, LLC	Jan 17, 2019	Feb 26, 2019	40	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	G&S CAPITAL LLC	Mar 21, 2018	Apr 11, 2018	21	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ SAVVYRegistered adviserregistration: current employment
Sep 1, 2026 to presentfactForm ADV
→ VALEO FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 26, 2019 to Sep 10, 2026factForm ADV
→ G&S CAPITAL LLCRegistered adviserregistration: previous registration
Apr 11, 2018 to Jan 17, 2019factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Sep 24, 2015 to Mar 21, 2018factForm ADV

Dated events

Occurred
Sep 10, 2026
Advisor changed firm
Parker Allen Maxwell left Valeo Financial Advisors, Llc for Savvy (registered 2026-09-01)
Form ADVobserved 5 days ago