# SAVANNAH KAY FORLEO

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..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LANARK FINANCIAL, INC.](https://search.stillhousedata.com/firm/17870) | 2025-08-15 | present | Yes |
| [L.M. KOHN & COMPANY](https://search.stillhousedata.com/firm/27913) | 2023-08-14 | 2025-08-14 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2022-08-18 | 2023-08-15 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2021-05-27 | 2022-08-11 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2021-02-02 | 2021-06-11 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2018-12-19 | 2020-11-13 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2017-01-18 | 2018-12-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6714624)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6714624.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.