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465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-11-12 |
Branch Locations
465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Ideas Llc | Waltham | MA | 05/2010 | 12/2019 |
| Alpha Dynamics Llc | Waltham | MA | 01/2013 | 12/2019 |
| Savvi Financial Llc | Waltham | MA | 09/2013 | Present |
| Lrms Llc | Blue Bell | PA | 05/2006 | Present |
SAVVI FINANCIAL LLC, INVESTMENT RELATED, INVESTMENT ADVISER, 465 WAVERLEY OAKS RD, STE 315, WALTHAM, MA 02452, PARTNER, SINCE 09/2013, 20 HOURS/MONTH. LRMS LLC, NOT INVESTMENT RELATED, CONSULTING, BLUE BELL PA, PARTNER, STARTED 05/2006, 0 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-19 |
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