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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-15 |
Branch Locations
5348 Carroll Canyon Road Suite 200, San Diego, CA 92121 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genspring Family Offices | Costa Mesa | CA | 06/2015 | 08/2017 |
| Lighthouse Advisory Group, Llc | Laguna Hills | CA | 07/2012 | Present |
| Clarity Capital Partners | Newport Beach | CA | 07/2019 | 11/2019 |
| Savant Capital Management | Rockford | IL | 09/2019 | 07/2020 |
| Savant Wealth Management | Rockford | IL | 07/2020 | 01/2021 |
| Savant Wealth Management | Rockford | IL | 01/2021 | 05/2022 |
| Savant Wealth Management | Rockford | IL | 05/2022 | 05/2024 |
| Mercer Global Advisors Inc. | San Diego | CA | 01/2026 | Present |
1. Lighthouse Advisory Group, LLC; Not investment-related; Laguna Hills, CA; Inactive LLC, formerly business consulting; Owner; 06/2012; Less than 1 hour per month; Less than 1 hour per month during securities trading hours; This is an inactive LLC that was used in the past for business consulting, training, material development, etc. No further services have been provided since January, 2026.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-28 |
| S66 | Uniform Combined State Law Examination | 2003-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-08 |
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