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Reading the graph
Reading the graph
Advisor at SAVVY
NEW YORK, NY | Summerville, SC
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 | Sep 1, 2026 | n/a | yes | NEW YORK, NY|Summerville, SC | Current employment |
| CREATIVEONE SECURITIES, LLC | Bd affiliated wealth | Apr 4, 2025 | Aug 24, 2026 | no | SUMMERVILLE, SC|OVERLAND PARK, KS|Summerville, SC | Previous registration |
| EDWARD JONES | National bd RIA | Jun 30, 2020 | Apr 7, 2025 | no | ST LOUIS, MO|Cross, SC|MONCKS CORNER, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVEONE SECURITIES, LLC | Savvy | Aug 24, 2026 | Sep 1, 2026 | 8 | Firm change | Ibd to RIA |
| EDWARD JONES | CREATIVEONE SECURITIES, LLC | Apr 7, 2025 | Apr 4, 2025 | -3 | Firm change | Ibd to ibd |