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Data Factory
Reading the graph
Reading the graph
Advisor at SAVVY
NEW YORK, NY | Los Angeles, CA
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 | Feb 2, 2024 | n/a | yes | Los Angeles, CA|NEW YORK, NY | Current employment |
| PUREWATER CAPITAL, LLC | Independent wealth | Nov 16, 2022 | Feb 1, 2023 | no | FORT WORTH, TX|Beverly Hills, CA | Previous registration |
| HARDY CAPITAL INVESTMENTS LLC | n/a | Jun 5, 2019 | Dec 22, 2024 | no | BEVERLY HILLS, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 3, 2017 | Apr 22, 2019 | no | NEW YORK, NY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 31, 2015 | Jun 26, 2017 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HARDY CAPITAL INVESTMENTS LLC | PUREWATER CAPITAL, LLC | Dec 22, 2024 | Nov 16, 2022 | -767 | Firm change after gap | Other |
| PUREWATER CAPITAL, LLC | Savvy | Feb 1, 2023 | Feb 2, 2024 | 366 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | HARDY CAPITAL INVESTMENTS LLC | Apr 22, 2019 | Jun 5, 2019 | 44 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jun 26, 2017 | Oct 3, 2017 | 99 | Firm change | Ibd to wirehouse |