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Brian Richard Harrison

Savvi Financial LLC

Waltham, MA

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Current Employers
Savvi Financial Llc

465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8422 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-08-21
  • MA RA
    APPROVED
    Since 2019-08-21

Branch Locations

465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8422 • 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
Mutual Of Omaha Investor Services, Inc. Braintree MA 09/2014 12/2017
Mutual Of Omaha Insurance Company Braintree MA 09/2014 12/2017
Everquote Cambridge MA 11/2017 07/2018
Saltzman Associates Waxhaw NC 08/2018 11/2021
Savvi Financial Llc Waltham MA 01/2019 Present
Bolster, Inc Cambridge MA 05/2019 12/2019
Brooklight Place Securities Fountain Hills AZ 01/2020 Present
Harry Has It, Inc Wayland MA 01/2010 Present
Self-Employed Insurance Agent Wayland MA 01/2019 Present
Self-Employed Consultant Wayland MA 01/2019 Present
  • 09/2014 → 12/2017
    Braintree, MA
  • 09/2014 → 12/2017
    Mutual Of Omaha Insurance Company
    Braintree, MA
  • 11/2017 → 07/2018
    Everquote
    Cambridge, MA
  • 08/2018 → 11/2021
    Saltzman Associates
    Waxhaw, NC
  • 01/2019 → Present
    Waltham, MA
  • 05/2019 → 12/2019
    Bolster, Inc
    Cambridge, MA
  • 01/2020 → Present
    Brooklight Place Securities
    Fountain Hills, AZ
  • 01/2010 → Present
    Harry Has It, Inc
    Wayland, MA
  • 01/2019 → Present
    Self-Employed Insurance Agent
    Wayland, MA
  • 01/2019 → Present
    Self-Employed Consultant
    Wayland, MA
Previous Registrations
Other Businesses

1. FIXED INSURANCE SALES; AS AN AGENT; NON INVESTMENT RELATED. SAME ADDRESS, LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE SALES; OWNER; AGENT; 4HRS MONTH 2. HARRY HAS IT, INC., PRESIDENT AND OWNER OF COMPANY SETUP FOR BUYING AND SELLING GOODS ON EBAY AND OTHER SIMILAR AUCTION WEBSITES, SPENDS LESS THAN 2% TIME, NON-INVESTMENT RELATED. 3. EVEN FINANCIAL. CONSULTANT. NON-INVESTMENT RELATED. LESS THAN 5 HOURS PER MONTH. 4. BREEZE. CONSULTANT. NON-INVESTMENT RELATED. LESS THAN 2 HOURS PER MONTH. 5. Savvi Financial, Consultant, Non-Investment Related. 40 hours per month.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-01
S65 Uniform Investment Adviser Law Examination 2003-09-05
  • S63 Uniform Securities Agent State Law Examination
    2020-08-01
  • S65 Uniform Investment Adviser Law Examination
    2003-09-05
Designations

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