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RIA / WealthAdvisor27 years in industry

BRUCE ALLEN LARSEN

Advisor at SAVVY

Peyton, CO | NEW YORK, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 6, 1999 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: Feb 16, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 16, 1999
First registration: Apr 6, 1999
Dual registered: no
Other names: BRUCE A LARSEN
IAPD individual key: 3172376

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	Nov 7, 2025	n/a	yes	Peyton, CO\|NEW YORK, NY	Current employment
COLORADO WEALTH GROUP LLC	Former SEC adviser	Jan 29, 2021	Mar 31, 2026	no	DENVER, CO\|DENVER, CO	Previous registration
COLORADO WEALTH GROUP LLC	Former SEC adviser	Aug 14, 2020	Dec 31, 2020	no	DENVER, CO\|DENVER, CO	Previous registration
FORTA FINANCIAL GROUP, INC.	Former SEC adviser	Mar 22, 2010	Sep 13, 2020	no	GREENWOOD VILLAGE, CO\|COLORADO SPRINGS, CO	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jul 27, 2009	Apr 8, 2010	no	LAKEWOOD, CO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 27, 2009	Jul 24, 2009	no	DENVER, CO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 6, 1999	Mar 3, 2009	no	BILLINGS, MT\|GREENWOOD VILLAGE, CO\|BILLINGS, MT	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
COLORADO WEALTH GROUP LLC	Savvy	Mar 31, 2026	Nov 7, 2025	-144	Firm change after gap	RIA to RIA
FORTA FINANCIAL GROUP, INC.	COLORADO WEALTH GROUP LLC	Sep 13, 2020	Aug 14, 2020	-30	Firm change	RIA to new firm
VALIC FINANCIAL ADVISORS, INC.	FORTA FINANCIAL GROUP, INC.	Apr 8, 2010	Mar 22, 2010	-17	Firm change	Other
WELLS FARGO ADVISORS	VALIC FINANCIAL ADVISORS, INC.	Jul 24, 2009	Jul 27, 2009	3	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Mar 3, 2009	Feb 27, 2009	-4	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
310024:318493:CO:2026-03-31	Mar 31, 2026	Nov 7, 2025	DENVER, CO	Firm change after gap

Relationships

Registered with (6)

→ SAVVYRegistered adviserregistration: current employment
Nov 7, 2025 to presentfactForm ADV
→ COLORADO WEALTH GROUP LLCRegistered adviserregistration: previous registration
Jan 29, 2021 to Mar 31, 2026factForm ADV
→ FORTA FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Mar 22, 2010 to Sep 13, 2020factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 27, 2009 to Apr 8, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 27, 2009 to Jul 24, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 6, 1999 to Mar 3, 2009factForm ADV

Dated events

Occurred
Mar 31, 2026
Advisor changed firm
Bruce Allen Larsen left Colorado Wealth Group Llc for Savvy (registered 2025-11-07)
Form ADVobserved 5 days ago