Dustin Michael Thomas

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2025-03-19

IN RA
APPROVED

Since 2025-03-19

Branch Locations

Noblesville, IN • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Column Capital Advisors, Llc	Indianapolis	IN	10/2013	11/2018
Valeo Financial Advisors	Indianapolis	IN	11/2018	02/2025
Savvy	Noblesville	IN	02/2025	Present

10/2013 → 11/2018

Column Capital Advisors, Llc

Indianapolis, IN
11/2018 → 02/2025

Valeo Financial Advisors

Indianapolis, IN
02/2025 → Present

Savvy

Noblesville, IN

Previous Registrations

2018-11-26 → 2025-03-10

Valeo Financial Advisors, Llc

Carmel, IN
2013-11-27 → 2019-01-10

Column Capital Advisors, Llc

Indianapolis, IN

Other Businesses

Owner at Thomas Ten-Forty, LLC; Preparing individual tax returns; Non-investment related; Start date: March 2, 2025. Approximately 4 hours spent per month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-11-27

S65 Uniform Investment Adviser Law Examination

2013-11-27

Designations

Certified Financial Planner

View on SEC IAPD