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Advisor at SAVVY
NEW YORK, NY | CHESTERFIELD, MO
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 | Aug 10, 2026 | n/a | yes | CHESTERFIELD, MO|NEW YORK, NY | Current employment |
| MAI CAPITAL MANAGEMENT, LLC | Independent wealth | Dec 22, 2020 | Jul 23, 2026 | no | St Louis, MO | Previous registration |
| GREENWAY FAMILY OFFICE, LLC | Former SEC adviser | Aug 15, 2012 | Dec 23, 2020 | no | ST LOUIS, MO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 24, 2010 | May 12, 2010 | no | ST. LOUIS, MO | Previous registration |
| EDWARD JONES | National bd RIA | Apr 20, 2007 | Dec 17, 2009 | no | LADUE, MO|ST LOUIS, MO | Previous registration |
| NATCITY INVESTMENTS, INC. | n/a | Feb 27, 2007 | Mar 13, 2007 | no | ARNOLD, MO|FENTON, MO | Previous registration |
| NATCITY INVESTMENTS, INC. | n/a | Jan 3, 2007 | Feb 13, 2007 | no | FENTON, MO|ARNOLD, MO | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | May 18, 2006 | May 25, 2006 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | Savvy | Jul 23, 2026 | Aug 10, 2026 | 18 | Firm change | RIA to RIA |
| GREENWAY FAMILY OFFICE, LLC | MAI CAPITAL MANAGEMENT, LLC | Dec 23, 2020 | Dec 22, 2020 | -1 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | GREENWAY FAMILY OFFICE, LLC | May 12, 2010 | Aug 15, 2012 | 826 | Firm change after gap | Other |
| EDWARD JONES | WELLS FARGO ADVISORS | Dec 17, 2009 | Feb 24, 2010 | 69 | Firm change | Ibd to wirehouse |
| NATCITY INVESTMENTS, INC. | EDWARD JONES | Mar 13, 2007 | Apr 20, 2007 | 38 | Firm change | Other |
| SECURIAN FINANCIAL SERVICES, INC. | NATCITY INVESTMENTS, INC. | May 25, 2006 | Jan 3, 2007 | 223 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153070:109807:MO:2020-12-23 | Dec 23, 2020 | Dec 22, 2020 | ST LOUIS, MO | Firm change |