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.

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

Oct 4, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Oct 4, 2002

First registration

Jul 14, 2006

Dual registered

no

IAPD individual key

2042726

• Occurred

  Jun 29, 2026
  Advisor changed firm

  Daniel Francis Murphy left Claris Financial, Llc for Savvy (registered 2026-07-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cf724e3e-5515-5924-7982-d038fbbf908d

First observed

Jul 14, 2006

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.