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RIA / WealthAdvisorCertified Financial Planner19 years in industry

BRIAN THOMAS BOSWELL

Advisor at SAVVY

Georgetown, TX | NEW YORK, NY

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Search this name across graphsid dfx:ria:4693222b-b86d-e348-7b5f-550b08299959

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 17, 2008 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: Jan 19, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 19, 2007
First registration: Apr 17, 2008
Dual registered: no
Other names: BRIAN BOSWELL
IAPD individual key: 5191011

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	Jul 18, 2024	n/a	yes	Georgetown, TX\|NEW YORK, NY	Current employment
OAKWELL PRIVATE WEALTH MANAGEMENT	Independent wealth	Feb 26, 2015	Jul 15, 2024	no	AUSTIN, TX\|AUSTIN, TX\|Georgetown, TX	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Sep 29, 2014	Feb 24, 2015	no	AUSTIN, TX\|OVERLAND PARK, KS	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jul 15, 2013	Sep 26, 2014	no	SAN DIEGO, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 1, 2013	Jul 1, 2013	no	AUSTIN, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 15, 2011	Jan 23, 2013	no	Austin, TX	Previous registration
STRATEGIC FINANCIAL CONCEPTS, LLC	Independent wealth	Apr 17, 2008	Mar 29, 2011	no	SAN ANTONIO, TX	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
OAKWELL PRIVATE WEALTH MANAGEMENT	Savvy	Jul 15, 2024	Jul 18, 2024	3	Firm change	RIA to RIA
VSR ADVISORY SERVICES	OAKWELL PRIVATE WEALTH MANAGEMENT	Feb 24, 2015	Feb 26, 2015	2	Firm change	Other
CUSO FINANCIAL SERVICES, L.P.	VSR ADVISORY SERVICES	Sep 26, 2014	Sep 29, 2014	3	Firm change	Other
LPL FINANCIAL LLC	CUSO FINANCIAL SERVICES, L.P.	Jul 1, 2013	Jul 15, 2013	14	Firm change	Other
CHARLES SCHWAB & CO., INC.	LPL FINANCIAL LLC	Jan 23, 2013	Feb 1, 2013	9	Firm change	Other
STRATEGIC FINANCIAL CONCEPTS, LLC	CHARLES SCHWAB & CO., INC.	Mar 29, 2011	Apr 15, 2011	17	Firm change	Other

Relationships

Registered with (7)

→ SAVVYRegistered adviserregistration: current employment
Jul 18, 2024 to presentfactForm ADV
→ OAKWELL PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 26, 2015 to Jul 15, 2024factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Sep 29, 2014 to Feb 24, 2015factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jul 15, 2013 to Sep 26, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 1, 2013 to Jul 1, 2013factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 15, 2011 to Jan 23, 2013factForm ADV
→ STRATEGIC FINANCIAL CONCEPTS, LLCRegistered adviserregistration: previous registration
Apr 17, 2008 to Mar 29, 2011factForm ADV

Dated events

Occurred
Jul 15, 2024
Advisor changed firm
Brian Thomas Boswell left Oakwell Private Wealth Management for Savvy (registered 2024-07-18)
Form ADVobserved 4 days ago