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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-10 |
Branch Locations
50 Donald B Dean Drive #1, South Portland, ME 04106 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
50 Donald B. Dean Drive Suite One, South Portland, ME 04106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2002-09-27 |
Branch Locations
50 Donald B. Dean Drive Suite One, South Portland, ME 04106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegiance Financial Group Inc | South Portland | ME | 09/1996 | Present |
| Richard Brothers Securities Fka Allegiance Capital Llc | S Portland | ME | 08/2000 | 06/2026 |
| Savant Wealth Management | Rockford | IL | 07/2026 | Present |
Savant Wealth Management acquired the assets of Richard Brothers Financial Advisors, an SEC-registered investment adviser, effective 06/30/2026. Richard Brothers Financial Advisors will continue to operate during a transition period, during which Mr. Richard will serve as President and Financial Advisor. Following the transition, the investment adviser registration of Richard Brothers Financial Advisors will be withdrawn.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-23 |
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