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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-07 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
14361 Sommerville Ct Suite 101, Midlothian, VA 23113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Glen Allen | VA | 06/2011 | 05/2017 |
| Claris Financial, Llc | Glen Allen | VA | 01/2014 | 06/2026 |
| Triad Advisors, Inc. | Norcross | GA | 05/2017 | 10/2022 |
| Savvy | Midlothian | VA | 06/2026 | Present |
1)Gibbs Financial Services LLC; investment related;14361 Sommerville Ct. Ste 101,Midlothian,VA 23113;LLC for 1099 income; managing director;2018;1 hr/month;0 hrs during trading; administration 2) Palladian Asset Management, Investment Related, 14361 Sommerville Ct Suite 101, Midlothian VA 23113, serves as the DBA entity for work at Savvy, Wealth Manager, 06/30/2026, same hours as role at Savvy -this is the DBA for this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-14 |
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