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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-07
MA RA APPROVED 2026-03-16
  • FL RA
    APPROVED
    Since 2026-04-07
  • MA RA
    APPROVED
    Since 2026-03-16

Branch Locations

100 Lowder Brook Drive Suite 1000, Westwood, MA 02090 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Jupiter, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Highland Capital Brokerage Needham MA 04/2006 09/2017
Investacorp Inc Miami FL 01/2016 09/2017
Heritage Financial Services, Llc Westwood MA 10/2017 02/2026
Savant Wealth Management Rockford IL 02/2026 Present
  • 04/2006 → 09/2017
    Highland Capital Brokerage
    Needham, MA
  • 01/2016 → 09/2017
    Investacorp Inc
    Miami, FL
  • 10/2017 → 02/2026
    Heritage Financial Services, Llc
    Westwood, MA
  • 02/2026 → Present
    Rockford, IL
Previous Registrations
  • 2017-10-24 → 2026-03-19
    Heritage Financial Services
    Westwood, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-12-29
  • S63 Uniform Securities Agent State Law Examination
    1994-12-29
Designations

View on SEC IAPD

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