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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 | 2026-07-06 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
14361 Sommerville Ct Suite 101, Midlothian, VA 23113 • United States
New Kent, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Midlothian | VA | 12/2012 | 05/2017 |
| Claris Financial, Llc | Midlothian | VA | 01/2014 | 06/2026 |
| Triad Advisors, Inc. | Norcross | GA | 05/2017 | 10/2022 |
| Savvy | Midlothian | VA | 06/2026 | Present |
DFM Financial; Investment related; 14361 Sommerville Ct Suite 101, Midlothian VA 23113; entity for all revenue and expenses of IAR through Savvy; Owner/Investment Advisor; Started 01/2023; No hours devoted to this activity; No duties - only run all revenue and expenses through the entity. 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 | 2006-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-04 |
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