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Advisor at SAVVY
NEW YORK, NY | West Chester, PA
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 2, 2023 | n/a | yes | West Chester, PA|NEW YORK, NY | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Apr 3, 2023 | Aug 31, 2023 | no | GREENWOOD VILLAGE, CO | Previous registration |
| PERSONAL CAPITAL ADVISORS CORPORATION | Former SEC adviser | Jan 5, 2021 | Apr 3, 2023 | no | GREENWOOD VILLAGE, CO|Westchester, PA | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Aug 29, 2018 | Dec 24, 2020 | no | MALVERN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Savvy | Aug 31, 2023 | Aug 2, 2023 | -29 | Firm change | Ibd to RIA |
| PERSONAL CAPITAL ADVISORS CORPORATION | EMPOWER ADVISORY GROUP, LLC | Apr 3, 2023 | Apr 3, 2023 | 0 | Bulk transfer | RIA to ibd |
| VANGUARD ADVISERS, INC. | PERSONAL CAPITAL ADVISORS CORPORATION | Dec 24, 2020 | Jan 5, 2021 | 12 | Firm change | Ibd to RIA |