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RIA / WealthAdvisorCertified Financial Planner20 years in industry

Arthur Allen Buckley

Advisor at SAVVY

Franklin, TN | NEW YORK, NY

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Search this name across graphsid dfx:ria:d4781863-84dc-a0f9-1f2e-debd87295ee8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 13, 2005 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: Oct 13, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: May 22, 2009
First registration: Oct 13, 2005
Dual registered: no
IAPD individual key: 4996604

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	May 8, 2026	n/a	yes	Franklin, TN\|NEW YORK, NY	Current employment
SANCTUARY ADVISORS, LLC	Bd affiliated wealth	Sep 29, 2023	Jul 13, 2026	no	BRENTWOOD, TN\|MODESTO, CA\|FRANKLIN, TN\|MODESTO, CA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Aug 29, 2014	Oct 27, 2023	no	MODESTO, CA\|SACRAMENTO, CA\|MODESTO, CA\|Modesto, CA\|Brentwood, TN	Previous registration
VALLEY WEALTH, INC.	Former SEC adviser	May 27, 2009	Dec 31, 2014	no	MODESTO, CA	Previous registration
PLANMEMBER SECURITIES CORPORATION	Independent wealth	Oct 13, 2005	Dec 4, 2007	no	OAKDALE, CA\|Carpinteria, CA\|OAKDALE, CA	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
SANCTUARY ADVISORS, LLC	Savvy	Jul 13, 2026	May 8, 2026	-66	Firm change after gap	Ibd to RIA
UNITED CAPITAL FINANCIAL ADVISORS	SANCTUARY ADVISORS, LLC	Oct 27, 2023	Sep 29, 2023	-28	Firm change	Ibd to ibd
VALLEY WEALTH, INC.	UNITED CAPITAL FINANCIAL ADVISORS	Dec 31, 2014	Aug 29, 2014	-124	Firm change after gap	Other
PLANMEMBER SECURITIES CORPORATION	VALLEY WEALTH, INC.	Dec 4, 2007	May 27, 2009	540	Firm change after gap	Other

Relationships

Registered with (5)

→ SAVVYRegistered adviserregistration: current employment
May 8, 2026 to presentfactForm ADV
→ SANCTUARY ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 29, 2023 to Jul 13, 2026factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Aug 29, 2014 to Oct 27, 2023factForm ADV
→ VALLEY WEALTH, INC.Registered adviserregistration: previous registration
May 27, 2009 to Dec 31, 2014factForm ADV
→ PLANMEMBER SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 13, 2005 to Dec 4, 2007factForm ADV

Dated events

Occurred
Jul 13, 2026
Advisor changed firm
Arthur Allen Buckley left Sanctuary Advisors, Llc for Savvy (registered 2026-05-08)
Form ADVobserved 5 days ago
Occurred
Oct 27, 2023
Advisor changed firm
Arthur Allen Buckley left United Capital Financial Advisors for Sanctuary Advisors, Llc (registered 2023-09-29)
Form ADVobserved 5 days ago