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Advisor at SAVVY
DES MOINES, IA | 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 | Jan 28, 2026 | n/a | yes | NEW YORK, NY|DES MOINES, IA | Current employment |
| FBL WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Oct 18, 2019 | Jan 20, 2026 | no | Des Moines, IA|West Des Moines, IA | Previous registration |
| NORTHWEST WEALTH MANAGEMENT, LLC | Independent wealth | Aug 6, 2010 | Oct 18, 2019 | no | SPENCER, IA|WEST DESMOINES, IA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Oct 5, 2009 | Aug 11, 2010 | no | WEST DES MOINES, IA | Previous registration |
| AMERIPRISE ADVISOR SERVICES, INC. | n/a | Nov 30, 2007 | Oct 5, 2009 | no | WEST DES MOINES, IA | Previous registration |
| EDWARD JONES | National bd RIA | Jan 17, 2007 | Dec 4, 2007 | no | ST LOUIS, MO|WEST DES MOINES, IA|ANKENY, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FBL WEALTH MANAGEMENT, LLC | Savvy | Jan 20, 2026 | Jan 28, 2026 | 8 | Firm change | Ibd to RIA |
| NORTHWEST WEALTH MANAGEMENT, LLC | FBL WEALTH MANAGEMENT, LLC | Oct 18, 2019 | Oct 18, 2019 | 0 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | NORTHWEST WEALTH MANAGEMENT, LLC | Aug 11, 2010 | Aug 6, 2010 | -5 | Firm change | Other |
| AMERIPRISE ADVISOR SERVICES, INC. | AMERIPRISE FINANCIAL SERVICES, LLC | Oct 5, 2009 | Oct 5, 2009 | 0 | Bulk transfer | Other |
| EDWARD JONES | AMERIPRISE ADVISOR SERVICES, INC. | Dec 4, 2007 | Nov 30, 2007 | -4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 291396:318493:IA:2026-01-20 | Jan 20, 2026 | Jan 28, 2026 | DES MOINES, IA | Firm change |