Financial advisor
MICHELLE PHAM TRAN
At Savant Wealth Management · Beaverton, OR
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| North Ridge Wealth Advisors | North Ridge | Savant Wealth Management | Acquisition | May 6, 2026 | $223M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Investment adviser | June 9, 2026 | Current |
| NORTH RIDGE | Investment adviser | March 18, 2025 | June 9, 2026 |
| OSAIC WEALTH, INC. | Investment adviser | June 14, 2024 | March 19, 2025 |
| OSAIC WEALTH, INC. | Broker-dealer | June 14, 2024 | March 19, 2025 |
| SECURITIES AMERICA ADVISORS, INC. | Investment adviser | July 29, 2022 | June 14, 2024 |
| SECURITIES AMERICA, INC. | Broker-dealer | July 22, 2022 | June 14, 2024 |
| PRINCIPAL SECURITIES, INC. | Investment adviser | January 14, 2022 | June 17, 2022 |
| PRINCIPAL SECURITIES, INC. | Broker-dealer | January 12, 2022 | June 17, 2022 |
| LPL FINANCIAL LLC | Investment adviser | January 29, 2019 | August 5, 2020 |
| LPL FINANCIAL LLC | Broker-dealer | January 22, 2018 | August 5, 2020 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.