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RIA / WealthAdvisorCertified Financial Planner24 years in industry

LUIS FRANCISCO ROSA

Advisor at SAVVY

Cortlandt Manor, NY | NEW YORK, NY

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Search this name across graphsid dfx:ria:6ed6ebe1-fdb2-489e-4233-605a34ef635e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: May 27, 2015 to Sep 17, 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 5, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 5, 2002
First registration: May 27, 2015
Dual registered: no
IAPD individual key: 4452803

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	Dec 9, 2025	n/a	yes	NEW YORK, NY\|Cortlandt Manor, NY	Current employment
Savvy	Independent wealth	Dec 9, 2025	n/a	yes	Cortlandt Manor, NY\|NEW YORK, NY	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Jan 14, 2025	n/a	yes	HENDERSON, NV\|SARASOTA, FL	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Jan 14, 2025	Sep 16, 2026	no	HENDERSON, NV\|SARASOTA, FL	Previous registration
BUILD A BETTER FINANCIAL FUTURE LLC	n/a	Apr 16, 2020	Feb 23, 2026	no	HENDERSON, NV\|Pasadena, CA	Previous registration
BUILD A BETTER FINANCIAL FUTURE LLC	n/a	Apr 16, 2020	Feb 23, 2026	no	HENDERSON, NV\|Pasadena, CA	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Nov 14, 2017	Apr 30, 2020	no	HENDERSON, NV	Previous registration
EQUANIMITY FINANCIAL PARTNERS	Independent wealth	Jun 7, 2016	Oct 27, 2017	no	PASADENA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 22, 2016	Feb 12, 2016	no	WESTON, FL\|HENDERSON, NV	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	May 27, 2015	May 17, 2016	no	WHITE PLAINS, NY\|MORRISTOWN, NJ\|Henderson, NV	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
ORIGIN INVESTMENT ADVISORY LLC	Savvy	Sep 16, 2026	Dec 9, 2025	-281	Firm change after gap	RIA to RIA
BUILD A BETTER FINANCIAL FUTURE LLC	ORIGIN INVESTMENT ADVISORY LLC	Feb 23, 2026	Jan 14, 2025	-405	Firm change after gap	Other
BROOKSTONE WEALTH ADVISORS, LLC	BUILD A BETTER FINANCIAL FUTURE LLC	Apr 30, 2020	Apr 16, 2020	-14	Firm change	Other
EQUANIMITY FINANCIAL PARTNERS	BROOKSTONE WEALTH ADVISORS, LLC	Oct 27, 2017	Nov 14, 2017	18	Firm change	Other
PRIVATE ADVISOR GROUP, LLC	LPL FINANCIAL LLC	May 17, 2016	Jan 22, 2016	-116	Firm change after gap	Other
LPL FINANCIAL LLC	EQUANIMITY FINANCIAL PARTNERS	Feb 12, 2016	Jun 7, 2016	116	Firm change	Other

Relationships

Registered with (7)

→ SAVVYRegistered adviserregistration: current employment
Dec 9, 2025 to presentfactForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: current employment
Jan 14, 2025 to presentfactForm ADV
→ BUILD A BETTER FINANCIAL FUTURE LLCRegistered adviserregistration: previous registration
Apr 16, 2020 to Feb 23, 2026factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 14, 2017 to Apr 30, 2020factForm ADV
→ EQUANIMITY FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Jun 7, 2016 to Oct 27, 2017factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
May 27, 2015 to May 17, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 22, 2016 to Feb 12, 2016factForm ADV

Dated events

Occurred
Sep 16, 2026
Advisor changed firm
Luis Francisco Rosa left Origin Investment Advisory LLC for Savvy (registered 2025-12-09)
Form ADVobserved 4 days ago
Occurred
Feb 23, 2026
Advisor changed firm
Luis Francisco Rosa left Build A Better Financial Future Llc for Origin Investment Advisory Llc (registered 2025-01-14)
Form ADVobserved 6 days ago