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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-02 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Insurance Affiliates | Grayslake | IL | 06/2006 | 02/2023 |
| Country Capital Management Co | Grayslake | IL | 06/2006 | 02/2023 |
| Country Trust Bank | Grayslake | IL | 01/2023 | 02/2023 |
| Commonwealth Financial Network | Waltham | MA | 02/2023 | 06/2025 |
| Savvy | College Grove | TN | 06/2025 | Present |
1)Founder of Revive Risk Management, LLC; Home, auto and commercial insurance sales; Investment-related; Start date: 5/01/2022; Approximately 12 hours per month; personal residential address. 2)Co-trustee/Owner of Dills Donuts Inc.; Coffee/donut sales; Non-investment related; Start date: 1/01/2024; Approximately 12 hours per month; no address provided. 3) Revive Wealth; investment related; College Grove, TN; serves as DBA entity for work at Savvy Advisors, Owner, 05/2026, 40 hours/week (during trading, same hours as role at Savvy - this is the DBA for this role)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-30 |
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