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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-23 |
| TX | RA | APPROVED | 2025-01-23 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Tiaa | Carmel | IN | 06/2014 | 11/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Carmel | IL | 06/2014 | 11/2024 |
| Savvy | Westfield | IN | 01/2025 | Present |
Revive Wealth; investment related; Westfield, IN; serves as DBA entity for work at Savvy Advisors, associate, 08/2026, 40 hours/week (during trading, same hours as role at Savvy - this is the DBA for this role)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-01 |
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