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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S••••••• K•• F•••••

L••••• F••••••••• I•••BD affiliatedLouisville, Kydual registrantIAPD 6714624

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Savannah Forleo

At current firm

1 y

since Aug 15, 2025

In the industry

9 y

since Oct 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L••••• F••••••••• I••• BD affiliated current
since Aug 15, 2025 · Louisville, Ky
L••• K••• • C•••••• former
Aug 14, 2023 to Aug 14, 2025 · Cincinnati, Oh
P•• W••••• M••••••••• BD affiliated
Aug 18, 2022 to Aug 15, 2023 · Louisville, Ky
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
May 27, 2021 to Aug 11, 2022 · Louisville, Ky
M••••• S•••••• wirehouse
Feb 2, 2021 to Jun 11, 2021 · Louisville, Ky
A••••• A•• P••••••• S••••••• BD affiliated
Dec 19, 2018 to Nov 13, 2020 · Louisville, Ky
M••••• S•••••• wirehouse
Jan 18, 2017 to Dec 12, 2018 · Franklin, Tn

Moves

a registration end followed by a registration begin elsewhere

L••• K••• • C•••••• to L••••• F••••••••• I•••
left Aug 14, 2025, registered Aug 15, 2025 (1 days) · RIA to RIA
P•• W••••• M••••••••• to L••• K••• • C••••••
left Aug 15, 2023, registered Aug 14, 2023 (-1 days) · Affiliated broker-dealer or bank to independent RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to P•• W••••• M•••••••••
left Aug 11, 2022, registered Aug 18, 2022 (7 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Jun 11, 2021, registered May 27, 2021 (-15 days) · Wirehouse to wirehouse
A••••• A•• P••••••• S••••••• to M••••• S••••••
left Nov 13, 2020, registered Feb 2, 2021 (81 days) · Affiliated broker-dealer or bank to wirehouse
M••••• S•••••• to A••••• A•• P••••••• S•••••••
left Dec 12, 2018, registered Dec 19, 2018 (7 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Savannah Kay Forleo left L.M. Kohn & Company for Lanark Financial, Inc. (registered 2025-08-15)
Aug 14, 2025 · Advisor changed firm · fact
Savannah Kay Forleo left Pnc Wealth Management for L.M. Kohn & Company (registered 2023-08-14)
Aug 15, 2023 · Advisor changed firm · fact
Savannah Kay Forleo left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Pnc Wealth Management (registered 2022-08-18)
Aug 11, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 9derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address