DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner14 years in industry

Nicole Savage

Advisor at WILD IRIS FINANCIAL

ST. PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0c7877f-9f45-9e8c-5ff5-5586b13d62fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 24, 2016 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: WILD IRIS FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 12, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Nov 12, 2011
First registration: May 24, 2016
Dual registered: no
Other names: NICOLE R SAVAGE|NICOLE SAVAGE|NICOLE ROCHELLE SAVAGE|NICOLE ROCHELLE SAVAGE-WAGNER|Nicole Savage-Wagner
IAPD individual key: 5961815

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
WILD IRIS FINANCIAL	State registered	May 10, 2026	n/a	yes	ST. PETERSBURG, FL	Current employment
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Jun 2, 2022	Mar 10, 2026	no	AKRON, OH\|Tampa, FL	Previous registration
FISHER INVESTMENTS	Independent wealth	Jan 9, 2018	May 9, 2022	no	PLANO, TX\|PLANO, TX\|TAMPA, FL	Previous registration
GWN SECURITIES INC.	Bd affiliated wealth	May 24, 2016	Dec 31, 2017	no	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|FORT WORTH, TX	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
SEQUOIA FINANCIAL GROUP, L.L.C.	WILD IRIS FINANCIAL	Mar 10, 2026	May 10, 2026	61	Firm change	RIA to state RIA
FISHER INVESTMENTS	SEQUOIA FINANCIAL GROUP, L.L.C.	May 9, 2022	Jun 2, 2022	24	Firm change	RIA to RIA
GWN SECURITIES INC.	FISHER INVESTMENTS	Dec 31, 2017	Jan 9, 2018	9	Firm change	Other

Relationships

Registered with (4)

→ WILD IRIS FINANCIALRegistered adviserregistration: current employment
May 10, 2026 to presentfactForm ADV
→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: previous registration
Jun 2, 2022 to Mar 10, 2026factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Jan 9, 2018 to May 9, 2022factForm ADV
→ GWN SECURITIES INC.Registered adviserregistration: previous registration
May 24, 2016 to Dec 31, 2017factForm ADV

Dated events

Occurred
Mar 10, 2026
Advisor changed firm
Nicole Savage left Sequoia Financial Group, L.L.C. for Wild Iris Financial (registered 2026-05-10)
Form ADVobserved 6 days ago
Occurred
May 9, 2022
Advisor changed firm
Nicole Savage left Fisher Investments for Sequoia Financial Group, L.L.C. (registered 2022-06-02)
Form ADVobserved 6 days ago