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Advisor at SAVVY
Houston, TX | NEW YORK, NY | Chattanooga, TN
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 | Oct 14, 2025 | n/a | yes | Chattanooga, TN|NEW YORK, NY|Houston, TX | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Aug 12, 2021 | Oct 13, 2025 | no | Houston, TX|Tampa, FL|SAN DIEGO, CA|Fernandina Beach, FL|Signal Mountain, TN|Fernandina Beach, FL | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Feb 24, 2014 | Aug 18, 2021 | no | Houston, TX|VIENNA, VA|FERNANDINA BEACH, FL | Previous registration |
| WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. | State registered | Jan 13, 2012 | Apr 3, 2014 | no | HOUSTON, TX | Previous registration |
| WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. | State registered | Mar 3, 2009 | Dec 31, 2011 | no | HOUSTON, TX | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Jan 15, 2009 | Jan 31, 2014 | no | HOUSTON, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 10, 2007 | Jan 8, 2009 | no | THE WOODLANDS, TX | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Jun 20, 2007 | Nov 26, 2007 | no | HOUSTON, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 17, 2004 | Jun 13, 2007 | no | HILTON HEAD ISLAND, SC|HILTON HEAD ISLAND, SC|SAVANNAH, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | Savvy | Oct 13, 2025 | Oct 14, 2025 | 1 | Firm change | Ibd to RIA |
| MML INVESTORS SERVICES, LLC | COMMONWEALTH FINANCIAL NETWORK | Aug 18, 2021 | Aug 12, 2021 | -6 | Firm change | Ibd to ibd |
| WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. | MML INVESTORS SERVICES, LLC | Apr 3, 2014 | Feb 24, 2014 | -38 | Firm change after gap | Other |
| HORNOR, TOWNSEND & KENT, LLC | WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. | Jan 31, 2014 | Mar 3, 2009 | -1,795 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | HORNOR, TOWNSEND & KENT, LLC | Jan 8, 2009 | Jan 15, 2009 | 7 | Firm change | Other |
| CHASE INVESTMENT SERVICES CORP. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Nov 26, 2007 | Dec 10, 2007 | 14 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CHASE INVESTMENT SERVICES CORP. | Jun 13, 2007 | Jun 20, 2007 | 7 | Firm change | Other |