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.
Advisor moves
Departures from Savvy
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nicholas Peter Swanson | Savvy independent RIA | Mcm Wealth independent RIA | RIA to RIA | Jun 30, 2026 | Jul 1, 2026 |
| Gregory Louis Mccrea | Savvy independent RIA | U.S. Bancorp Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 23, 2026 | Jul 21, 2026 |
| Catalina Maria Franco-Cicero | Savvy independent RIA | Meira Wealth independent RIA | RIA to RIA | Jun 18, 2026 | Jun 23, 2026 |
| Jacob Daniel Dubose | Savvy independent RIA | Pivot Planning, LLC state registered | RIA to a state-registered adviser | Mar 25, 2026 | Mar 24, 2026 |
| Shawn Hayward | Savvy independent RIA | Voya Financial Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 16, 2026 | Apr 2, 2026 |
| Karissa Ann Mclaren | Savvy independent RIA | Oasis Wealth Planning Advisors independent RIA | RIA to RIA | Mar 16, 2026 | Mar 5, 2026 |
| Brent Thomas Boden | Savvy independent RIA | Corient independent RIA | RIA to RIA | Sep 2, 2025 | Aug 21, 2025 |
| Anthony Gaetano Decicco | Savvy independent RIA | Kerr Wealth Management independent RIA | RIA to RIA | Apr 15, 2025 | Jun 20, 2025 (66 d) |
| Daniel Matthew Moore | Savvy independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Mar 20, 2025 | Mar 25, 2025 |
| Paul Alexander Austin | Savvy independent RIA | Farther independent RIA | RIA to RIA | Feb 25, 2025 | Feb 24, 2025 |
| Nathan Reed Wallace | Savvy independent RIA | Greyfox Investors LLC unclassified | Other | Sep 4, 2024 | Feb 14, 2023 |
| Erich William Yost | Savvy independent RIA | Almanack Investment Partners independent RIA | RIA to RIA | Jun 25, 2024 | Jul 22, 2024 |
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12 moves match.