DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Feed of 09/14/2026
Also filed as Bruce A Larsen
At current firm
0 y
since Nov 7, 2025
In the industry
27 y
since Feb 16, 1999 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Savvy independent RIA currentsince Nov 7, 2025 · Peyton, Co
- Colorado Wealth Group LLC formerJan 29, 2021 to Mar 31, 2026 · Denver, Co
- Colorado Wealth Group LLC formerAug 14, 2020 to Dec 31, 2020 · Denver, Co
- Forta Financial Group, Inc. formerMar 22, 2010 to Sep 13, 2020 · Greenwood Village, Co
- Valic Financial Advisors, Inc. BD affiliatedJul 27, 2009 to Apr 8, 2010 · Lakewood, Co
- Wells Fargo Advisors wirehouseFeb 27, 2009 to Jul 24, 2009 · Denver, Co
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 6, 1999 to Mar 3, 2009 · Billings, Mt
Moves
a registration end followed by a registration begin elsewhere
- Colorado Wealth Group LLC to Savvyleft Mar 31, 2026, registered Nov 7, 2025 (-144 days) · RIA to RIA · moved with a team
- Forta Financial Group, Inc. to Colorado Wealth Group LLCleft Sep 13, 2020, registered Aug 14, 2020 (-30 days) · RIA to a newly registered adviser
- Valic Financial Advisors, Inc. to Forta Financial Group, Inc.left Apr 8, 2010, registered Mar 22, 2010 (-17 days) · Other
- Wells Fargo Advisors to Valic Financial Advisors, Inc.left Jul 24, 2009, registered Jul 27, 2009 (3 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisorsleft Mar 3, 2009, registered Feb 27, 2009 (-4 days) · Wirehouse to wirehouse
Signals
- Bruce Allen Larsen left Colorado Wealth Group Llc for Savvy (registered 2025-11-07)Mar 31, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address