DFX Intelligence
Advisor moves
Arrivals at 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 |
|---|---|---|---|---|---|
| Brandon Caleb Mull | Zhang Financial independent RIA | Savvy independent RIA | RIA to RIA | Jan 29, 2026 | Feb 10, 2026 |
| Carlton Edwin Anderson | The Dowling Group Wealth Management independent RIA | Savvy independent RIA | RIA to RIA | Jan 27, 2026 | Sep 11, 2026 (227 d) |
| Jodi Rae Breheny | Fbl Wealth Management, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 20, 2026 | Jan 15, 2026 |
| Christopher Michael Benda | Fbl Wealth Management, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 20, 2026 | Jan 28, 2026 |
| Luis Rafael Villavicencio | Oneamerica Securities, Inc. BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Jan 30, 2026 |
| Mark Stevenson Tassie | Morgan Stanley wirehouse | Savvy independent RIA | Wirehouse to independent RIA | Dec 15, 2025 | Dec 22, 2025 |
| Keith Robert Hamberg | Mariner BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 15, 2025 | Dec 19, 2025 |
| Eugene Anderson Wozny | Stratos Wealth Advisors LLC independent RIA | Savvy independent RIA | RIA to RIA | Nov 17, 2025 | Dec 2, 2025 |
| Ryan James Meda | Canvas Wealth Advisors, LLC independent RIA | Savvy independent RIA | RIA to RIA | Nov 13, 2025 | Nov 12, 2025 |
| Edward R Wildermuth | Commonwealth Financial Network national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2025 | Nov 6, 2025 |
| Ryan W. Garland | Creative Financial Solutions, LLC state registered | Savvy independent RIA | Other | Nov 4, 2025 | Dec 5, 2025 (31 d) |
| Steven Scott Meier | Commonwealth Financial Network national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Nov 7, 2025 |
| Clinton James Seefeldt | Commonwealth Financial Network national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Nov 3, 2025 |
| Lindsey Kane Leaverton | Northwestern Mutual Investment Services,LLC no RAUM | Savvy independent RIA | Other | Oct 16, 2025 | Oct 20, 2025 |
| Stephanie Riesner Gumm | Commonwealth Financial Network national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2025 | Oct 14, 2025 |
| Angelique Nicole Ayala | Commonwealth Financial Network national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2025 | Oct 16, 2025 |
| Berkely R Arrants | Commonwealth Financial Network national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2025 | Oct 14, 2025 |
| Sara Marie Gelsheimer | Plancorp, LLC independent RIA | Savvy independent RIA | RIA to RIA | Oct 10, 2025 | Oct 8, 2025 |
| Susan Jones | Plancorp, LLC independent RIA | Savvy independent RIA | RIA to RIA | Oct 10, 2025 | Oct 9, 2025 |
| Todd Alan Juenger | LPL Financial LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 9, 2025 | Jan 6, 2026 (89 d) |
| Christopher John Ornee | Corient independent RIA | Savvy independent RIA | RIA to RIA | Oct 3, 2025 | Oct 3, 2025 |
| Matthew Alan Powell | Raymond James Financial Services Advisors, Inc BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Oct 6, 2025 |
| Derek Lee Williams | Raymond James Financial Services Advisors, Inc BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Sep 29, 2025 |
| Christopher Martin Quandt | Raymond James Financial Services Advisors, Inc BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Oct 6, 2025 |
| Michael C. Gaynor | Raymond James Financial Services Advisors, Inc BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Oct 6, 2025 |
| Quintin Patrick Sharpe | Northwestern Mutual Investment Services,LLC no RAUM | Savvy independent RIA | Other | Sep 25, 2025 | Oct 6, 2025 |
| Shawn Hayward | Sequoia Financial Group, L.L.C. independent RIA | Savvy independent RIA | RIA to RIA | Sep 24, 2025 | Dec 22, 2025 (89 d) |
| James Michael Ulrick | Farther independent RIA | Savvy independent RIA | RIA to RIA | Sep 24, 2025 | Oct 3, 2025 |
| Gregory H Kirwan | All That Matters Financial Services Llp unclassified | Savvy independent RIA | Other | Sep 22, 2025 | May 15, 2025 |
| Brian Joseph Mocogni | All That Matters Financial Services Llp unclassified | Savvy independent RIA | Other | Sep 22, 2025 | May 27, 2025 |
| Kenneth D Bobadilla | Mercer Global Advisors Inc. independent RIA | Savvy independent RIA | RIA to RIA | Sep 18, 2025 | Sep 8, 2025 |
| Jennifer Louise Gugliemotto | Edward Jones national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 18, 2025 | Oct 11, 2025 |
| Trent Louis Grzegorczyk | Moran Wealth Management, LLC independent RIA | Savvy independent RIA | RIA to RIA | Sep 17, 2025 | Oct 6, 2025 |
| Kevin Douglas Beutel | Federal Prep independent RIA | Savvy independent RIA | RIA to RIA | Sep 11, 2025 | Aug 29, 2025 |
| Anshul Kumar Sharma | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Savvy independent RIA | Wirehouse to independent RIA | Sep 9, 2025 | Sep 24, 2025 |
| Steven James Grogan | Commonwealth Financial Network national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2025 | Sep 18, 2025 |
| Jonathon Merickel | Savant Wealth Management independent RIA | Savvy independent RIA | RIA to RIA | Sep 4, 2025 | Feb 10, 2026 (159 d) |
| Sean Michael O'Connor | Mercer Global Advisors Inc. independent RIA | Savvy independent RIA | RIA to RIA | Aug 29, 2025 | Jul 15, 2025 |
| Sandra Jean Mapp | Mercer Global Advisors Inc. independent RIA | Savvy independent RIA | RIA to RIA | Aug 29, 2025 | Jul 15, 2025 |
| Brian Russell Jellig | Mercer Global Advisors Inc. independent RIA | Savvy independent RIA | RIA to RIA | Aug 29, 2025 | Jul 15, 2025 |
| Nicholas Peter Swanson | Empower Advisory Group, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 22, 2025 | Aug 27, 2025 |
| Lee Eric Levy | Cambridge Investment Research Advisors, Inc. BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2025 | Jul 15, 2025 |
| Adam Johnson | Commonwealth Financial Network national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2025 | Feb 2, 2026 (207 d) |
| Charles Christopher Stennett | Saltmarsh Financial Advisors, LLC independent RIA | Savvy independent RIA | RIA to RIA | Jul 9, 2025 | Sep 4, 2025 (57 d) |
| Elijah F Pell | Edward Jones national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2025 | Sep 10, 2025 (70 d) |
| Daniel Mcgurl | Fortis Capital Advisors, LLC independent RIA | Savvy independent RIA | RIA to RIA | Jun 30, 2025 | Mar 16, 2026 (259 d) |
| Matthew Jon Finley | Focus Financial independent RIA | Savvy independent RIA | RIA to RIA | Jun 16, 2025 | Jul 17, 2025 (31 d) |
| Jacob John Larue | Focus Financial independent RIA | Savvy independent RIA | RIA to RIA | Jun 16, 2025 | Jun 17, 2025 |
| Karissa Ann Mclaren | Focus Financial independent RIA | Savvy independent RIA | RIA to RIA | Jun 16, 2025 | Jun 17, 2025 |
| Grace Hennen | Focus Financial independent RIA | Savvy independent RIA | RIA to RIA | Jun 16, 2025 | Jun 17, 2025 |
| Alexander Ballantyne Barnes | Cornerstone Wealth independent RIA | Savvy independent RIA | RIA to RIA | Jun 3, 2025 | Jan 28, 2026 (239 d) |
| Dustin Scott Roberts | U.S. Bancorp Investments, Inc. BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 11, 2025 | Apr 8, 2025 |
| David Mark Sharpe | Goldstein Advisors, LLC independent RIA | Savvy independent RIA | RIA to RIA | Apr 1, 2025 | Apr 17, 2025 |
| Luis Alberto Miletti | Truist Advisory Services, Inc. BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 19, 2025 | Apr 8, 2025 |
| Evan David Melching | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Savvy independent RIA | Wirehouse to independent RIA | Mar 17, 2025 | Apr 21, 2025 (35 d) |
| Dustin Michael Thomas | Valeo Financial Advisors, LLC independent RIA | Savvy independent RIA | RIA to RIA | Mar 10, 2025 | Mar 19, 2025 |
| Michael Huntley Smith | LPL Financial LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2025 | Mar 21, 2025 |
| Aaron Michael Peloquin | Strong Tower Advisory Services independent RIA | Savvy independent RIA | RIA to RIA | Mar 3, 2025 | Mar 4, 2025 |
| Anthony Gaetano Decicco | Security Capital Management independent RIA | Savvy independent RIA | RIA to RIA | Feb 7, 2025 | Mar 11, 2025 (32 d) |
| Tyson R Lokke | Farther independent RIA | Savvy independent RIA | RIA to RIA | Jan 21, 2025 | Feb 3, 2025 |
180 moves match.