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Reading the graph
Reading the graph
Advisor at SAVVY
NEW YORK, NY | CLEARWATER, FL
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 | Jan 30, 2026 | n/a | yes | CLEARWATER, FL|NEW YORK, NY | Current employment |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | Apr 15, 2025 | Dec 31, 2025 | no | Tampa, FL|INDIANAPOLIS, IN | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Nov 17, 2022 | Mar 31, 2025 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ONEAMERICA SECURITIES, INC. | Savvy | Dec 31, 2025 | Jan 30, 2026 | 30 | Firm change | Ibd to RIA |
| INDEPENDENT FINANCIAL PARTNERS | ONEAMERICA SECURITIES, INC. | Mar 31, 2025 | Apr 15, 2025 | 15 | Firm change | Ibd to ibd |