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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-02 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
15255 S 94Th Ave Suite 513, Orland Park, IL 60462 • United States
2020 Calamos Ct, Naperville, IL 60563 • United States
1900 E Golf Road Suite 950, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savvy | Schaumburg | IL | 05/2026 | Present |
| Maia Wealth | Denver | CO | 01/2026 | 05/2026 |
| Mana Financial Group | Schaumburg | IL | 04/2025 | Present |
| Accurate Color & Compounding, Inc | Aurora | IL | 06/2019 | 06/2022 |
| Tosaf, Inc. | Bessemer City | NC | 06/2023 | 03/2025 |
| W&W Material Supply | Rockford | MI | 06/2014 | 05/2019 |
| Unemployed | Howard City | MI | 06/2022 | 06/2023 |
Mana Financial Group, LLC- DBA for Savvy Advisors (entity for DBA for Savvy Advisors)- INV Related- Schaumburg, IL - Start date 04/2025- 40 Hours Per Month; same hours and responsibilities as role with Savvy, this is the DBA for this role. Combined Benefits United & Advisor Share - nonInvestment Related - Schaumburg, IL - start date 06/2025 - same hours as advisory position, insurance products to assist in retirement - works alongside retirement planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-22 |
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