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

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

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

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S66|S63

First exam

Oct 28, 2016

First registration

Feb 11, 2020

Dual registered

no

Other names

SAVANNAH LEIGH CHACON

IAPD individual key

6707134

• Occurred

  May 28, 2025
  Advisor changed firm

  Savannah Chacon left Mutual Of Omaha Investor Services, Inc. for Mountain Capital Investment Advisors Inc (registered 2025-06-23)

  Form ADVobserved 5 days ago
• Occurred

  Jul 31, 2024
  Advisor changed firm

  Savannah Chacon left Fidelity Personal And Workplace Advisors for Mutual Of Omaha Investor Services, Inc. (registered 2024-08-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d3106981-115a-a2e8-a9fb-1fe2cfa51528

First observed

Feb 11, 2020

Last observed

Sep 14, 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.