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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-07 |
| MA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-29 |
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