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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-25 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
475 Half Day Rd Suite 210, Lincolnshire, IL 60069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuveen Investments | Chicago | IL | 05/2016 | 05/2017 |
| Uit Investing, Inc. | Barrington | IL | 05/2017 | 09/2019 |
| Nasdaq | Chicago | IL | 09/2019 | 01/2022 |
| Savant Wealth Management | Rockford | IL | 09/2024 | Present |
| Advis Network | Barrington | IL | 01/2022 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-19 |
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