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Reading the graph
Advisor at SAVVY
Washington Court House, OH | NEW YORK, NY
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 | Dec 5, 2025 | n/a | yes | NEW YORK, NY|Washington Court House, OH | Current employment |
| CREATIVE FINANCIAL SOLUTIONS, LLC | State registered | Oct 9, 2024 | Nov 4, 2025 | no | WASHINGTON C. H., OH | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Oct 4, 2024 | Dec 2, 2025 | no | Washington Court House, OH | Previous registration |
| Corient | Independent wealth | Nov 17, 2022 | Oct 22, 2024 | no | COLUMBUS, OH|MIAMI, FL | Previous registration |
| BUDROS, RUHLIN & ROE | Former SEC adviser | May 30, 2018 | Mar 31, 2023 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CREATIVE FINANCIAL SOLUTIONS, LLC | Dec 2, 2025 | Oct 9, 2024 | -419 | Firm change after gap | Ibd to state RIA |
| CREATIVE FINANCIAL SOLUTIONS, LLC | Savvy | Nov 4, 2025 | Dec 5, 2025 | 31 | Firm change | Other |
| Corient | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Oct 22, 2024 | Oct 4, 2024 | -18 | Firm change | RIA to ibd |
| BUDROS, RUHLIN & ROE | Corient | Mar 31, 2023 | Nov 17, 2022 | -134 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106536:319448:OH:2023-03-31 | Mar 31, 2023 | Nov 17, 2022 | COLUMBUS, OH | Firm change after gap |