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Melissa Lynn Clarke

Savant Wealth Management

Fullerton, CA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-01
  • CA RA
    APPROVED
    Since 2024-10-01

Branch Locations

2286 N. State College Blvd., Fullerton, CA 92831 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Kemp Financial Managment, Llc Fullerton CA 04/2011 09/2024
Sagepoint Financial Advisors Fullerton CA 05/2011 10/2017
Savant Wealth Management Rockford IL 10/2024 Present
  • 04/2011 → 09/2024
    Kemp Financial Managment, Llc
    Fullerton, CA
  • 05/2011 → 10/2017
    Sagepoint Financial Advisors
    Fullerton, CA
  • 10/2024 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2018-08-07 → 2024-10-04
    Kemp Financial Management, Llc
    Fullerton, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-07
S63 Uniform Securities Agent State Law Examination 2000-11-29
  • S66 Uniform Combined State Law Examination
    2018-08-07
  • S63 Uniform Securities Agent State Law Examination
    2000-11-29
Other Names
  • Melissa Lynn Echerd
  • Lissa Biazo
  • Melissa Lynn Biazo
  • Melissa Lynn Clarke
  • Melissa Lynn Biazo

View on SEC IAPD

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Other Offices

LPL ENTERPRISE, LLC · ORANGE, CA
LPL FINANCIAL LLC · GARDEN GROVE, CA
OSAIC INSTITUTIONS, INC. · Garden Grove, CA
WILSON FINANCIAL ADVISORS, LLC · GARDEN GROVE, CA
FIRST COMMAND ADVISORY SERVICES · Garden Grove, CA
SECURA FINANCIAL · ORANGE, CA
COMMONWEALTH FINANCIAL NETWORK · Orange, CA
PARK AVENUE SECURITIES LLC · ORANGE, CA

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