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Inactive

Daniel Ellory Myers

Savvy

New York, NY

Edmond, OK

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Current Employers
Savvy

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-02-03
TX RA APPROVED 2026-02-03
  • OK RA
    APPROVED
    Since 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-03

Branch Locations

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

Edmond, OK • 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
OrganizationCityStateFromTo
Joe Kreger/Northwestern Mutual Investment Services Llc Oklahoma City OK 09/2017 04/2022
Northeastern State University Broken Arrow OK 01/2013 08/2017
Deep Fork, Llc Edmond OK 01/2012 02/2022
Northeastern State University Broken Arrow OK 08/2017 Present
Arvest Wealth Management Oklahoma City OK 05/2022 01/2026
Arvest Bank Oklahoma City OK 05/2022 01/2026
Savvy Edmond OK 01/2026 Present
  • 09/2017 → 04/2022
    Joe Kreger/Northwestern Mutual Investment Services Llc
    Oklahoma City, OK
  • 01/2013 → 08/2017
    Northeastern State University
    Broken Arrow, OK
  • 01/2012 → 02/2022
    Deep Fork, Llc
    Edmond, OK
  • 08/2017 → Present
    Northeastern State University
    Broken Arrow, OK
  • 05/2022 → 01/2026
    Oklahoma City, OK
  • 05/2022 → 01/2026
    Arvest Bank
    Oklahoma City, OK
  • 01/2026 → Present
    Edmond, OK
Previous Registrations
  • 2022-05-06 → 2026-02-26
    Oklahoma City, OK
    Oklahoma City, OK
  • 2003-04-15 → 2011-12-31
    King Capital Management, Llc
    Dallas, TX
    Oklahoma City, OK
    Lubbock, TX
    Oklahoma City, OK
    Oklahoma City, OK
Other Businesses

1) Deep Fork, LLC; investment related; Serves as the DBA and pass through entity for Savvy Wealth clients and for tax reporting purposes for the owner (myself); 01/30/2026; Edmond, OK; Owner; 40 hr/week; 40 hr/during trading (same hours as role at Savvy - this is the DBA for this role). 2) Non-investment related: Owner of Deep Fork Lake, LLC; Edmond, OK; Own and manage a piece of real estate used mainly for recreational purposes by my immediate family; Owner/real estate management; Nov 2, 2021; 3 hr/month; 0 hr/trading 3) Non-investment related: Teaching as an adjunct (part-time) finance instructor at Northeastern State University (OK) for online teaching in non-office hours. This is comprised of one to two classes per semester. 4-6 hours per month 4) Deep Fork Capital, LLC, Investment Related, Edmond, OK; Chief Investment Officer; investment manager for the partnership of Deep Fork Partners, LP; June 30, 2026; 50-80 hours per month.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-05-31
S66 Uniform Combined State Law Examination 1999-04-22
  • S63 Uniform Securities Agent State Law Examination
    2018-05-31
  • S66 Uniform Combined State Law Examination
    1999-04-22
Designations
Other Names
  • Daniel Ellory Myers
  • Dan Myers
  • Daniel Myers

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