SAVANNAH KAY FORLEO is an investment adviser representative (IAR) with state registration records since 2017, appearing at 6 firms. Currently registered with LANARK FINANCIAL, INC..
| Firm | From | To | Current |
|---|---|---|---|
| LANARK FINANCIAL, INC. | 2025-08-15 | present | Yes |
| L.M. KOHN & COMPANY | 2023-08-14 | 2025-08-14 | — |
| PNC WEALTH MANAGEMENT | 2022-08-18 | 2023-08-15 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2021-05-27 | 2022-08-11 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2021-02-02 | 2021-06-11 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2018-12-19 | 2020-11-13 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2017-01-18 | 2018-12-12 | — |