Thad Robert Dunn

Current Employers

Employment History

• 07/2010 → 11/2017
  Girard Securities, Inc
  San Diego, CA
• 07/2010 → 07/2019
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 11/2017 → 08/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2021 → 06/2026
  Advisornet Wealth Management
  Minneapolis, MN
• 07/2019 → 05/2021
  Goldman Sachs Pfm
  Fort Collins, CO
• 06/2026 → Present
  Savvy
  Fort Collins, CO

Previous Registrations

• 2021-06-07 → 2026-07-10
  Advisornet Wealth Partners
  Fort Collins, CO
  Minnetonka, MN
  Fort Collins, CO
• 2010-07-15 → 2021-07-02
  United Capital Financial Advisors
  Fort Collins, CO
• 2017-11-01 → 2019-01-14
  Cetera Wealth Services, Llc
  Fort Collins, CO
• 2010-07-15 → 2017-11-01
  Girard Securities, Inc.
  Newport Beach, CA
  Fort Collins, CO
  San Diego, CA
• 2003-11-28 → 2010-07-15
  Wells Fargo Advisors Financial Network, Llc
  Ft. Collins, CO
  Fort Collins, CO
• 2001-07-13 → 2003-12-15
  Ubs Financial Services Inc.
  Ft. Collins, CO

Other Businesses

Co-owner of Triwest, LLC, a real estate organization. Organization is not primarily engaged in investment-related activity. Organization operates out of Ft. Collins, CO. Start date was November 2003. Less than five hours per year. Duties include assisting with managing the affairs of the organization. Epoch Financial Group, Investment Related, Fort Collins, CO, serves as the DBA entity for work at Savvy, Wealth Manager, 06/26/2026, same hours as role at Savvy -this is the DBA for this role. CAVU LLC, non-investment related, Fort Collins, CO, entity that owns and rents out an aircraft, owner, July 1, 2019, 1 hr/month, 0 during trading, rents out aircraft to a flight school.

Exams

• S66 Uniform Combined State Law Examination
  2001-03-19
• S63 Uniform Securities Agent State Law Examination
  2000-04-24

Designations