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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)18 years in industry

Adam Detweiler Savanick

Advisor at CETERA INVESTMENT ADVISERS LLC

HARRISONBURG, VA

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Search this name across graphsid dfx:ria:486e5b41-6ed8-3282-dc49-81396f230ae3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 15, 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: CETERA INVESTMENT ADVISERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Nov 8, 2007
First registration: Sep 15, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 5312786

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
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Feb 20, 2025	n/a	yes	HARRISONBURG, VA	Current employment
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Sep 6, 2012	Feb 20, 2025	no	Harrisonburg, VA\|Harrisonburg, VA\|BIRMINGHAM, AL	Previous registration
FIRST HEARTLAND CONSULTANTS, INC.	Bd affiliated wealth	Oct 5, 2011	Sep 6, 2012	no	HARRISONBURG, VA	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Jul 2, 2009	Sep 29, 2011	no	Harrisonburg, VA	Previous registration
EVERENCE TRUST COMPANY	Former SEC adviser	Sep 15, 2008	Jul 2, 2009	no	HARRISONBURG, VA\|GOSHEN, IN	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
CONCOURSE FINANCIAL GROUP ADVISORS	CETERA INVESTMENT ADVISERS LLC	Feb 20, 2025	Feb 20, 2025	0	Bulk transfer	Ibd to ibd
FIRST HEARTLAND CONSULTANTS, INC.	CONCOURSE FINANCIAL GROUP ADVISORS	Sep 6, 2012	Sep 6, 2012	0	Firm change	Other
CONCOURSE FINANCIAL GROUP ADVISORS	FIRST HEARTLAND CONSULTANTS, INC.	Sep 29, 2011	Oct 5, 2011	6	Firm change	Other
EVERENCE TRUST COMPANY	CONCOURSE FINANCIAL GROUP ADVISORS	Jul 2, 2009	Jul 2, 2009	0	Firm change	Other

Relationships

Registered with (4)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Feb 20, 2025 to presentfactForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Sep 6, 2012 to Feb 20, 2025factForm ADV
→ FIRST HEARTLAND CONSULTANTS, INC.Registered adviserregistration: previous registration
Oct 5, 2011 to Sep 6, 2012factForm ADV
→ EVERENCE TRUST COMPANYRegistered adviserregistration: previous registration
Sep 15, 2008 to Jul 2, 2009factForm ADV

Dated events

No dated event names this entity yet.