Brent Thomas Boden

Current Employers

Employment History

• 09/2015 → 09/2020
  Bbtis
  Charlotte, NC
• 09/2015 → 01/2019
  Bb&T
  Crestview Hills, KY
• 01/2018 → 09/2020
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 09/2020
  Bb&T
  Crestview Hills, KY
• 09/2020 → 10/2021
  Ameriprise Financial Services Inc
  Crestview Hills, KY
• 10/2021 → 01/2022
  Stock Yards Bank & Trust
  Cincinnati, OH
• 01/2022 → 02/2023
  Unemployed
  Edgewood, KY
• 02/2023 → 08/2025
  Savvy Advisors
  New York, NY
• 08/2025 → Present
  Corient Services Llc
  Miami, FL
• 08/2025 → Present
  Corient
  Cincinnati, OH

Previous Registrations

• 2023-02-09 → 2025-09-02
  Savvy
  Edgewood, KY
• 2020-09-08 → 2021-10-19
  Ameriprise Financial Services, Llc
  Crestview Hills, KY
• 2018-01-02 → 2020-09-09
  Bb&T Securities, Llc
  Crestview Hills, KY
  Crestview Hills, KY
  Charlotte, NC
  Cincinnati, OH
• 2015-10-28 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Crestview Hills, KY
  Crestview Hills, KY
  Crestview Hills, KY
• 2012-11-09 → 2015-01-20
  Cetera Advisors Llc
  Overland Park, KS
  Florence, KY
• 2009-11-05 → 2010-02-19
  Msi Financial Services, Inc.
  Cincinnati, OH

Other Businesses

1) Board of Directors; St. Elizabeth Foundation; Business Support Committee Board Member; Covington, KY 41011; Not Investment Related; September 2015; 1 hour per quarter; not during trading hours. 2) Book Author (LLC for book entitled - Physicians Financial Checkup); Authoring a book regarding financial planning and investing for medical professionals including physicians and high net worth individuals; Author; Florence, KY 41042; Investment Related; March 2021; 10-19 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-28
• S63 Uniform Securities Agent State Law Examination
  2008-09-13

Designations

Other Names

• Brent Boden