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Inactive

Raymond Frank Book

Savant Wealth Management

Dover, DE

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2023-07-25
  • DE RA
    APPROVED
    Since 2023-07-25

Branch Locations

220 Beiser Boulevard, Dover, DE 19904 • 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
R. F. Book & Co. Cpas Dover DE 06/1977 07/2023
Wealth Management Group, Llc Dover DE 02/2001 07/2023
Artisans Bank Wilmington DE 07/2007 Present
Savant Wealth Management Rockford IL 07/2023 Present
  • 06/1977 → 07/2023
    R. F. Book & Co. Cpas
    Dover, DE
  • 02/2001 → 07/2023
    Wealth Management Group, Llc
    Dover, DE
  • 07/2007 → Present
    Artisans Bank
    Wilmington, DE
  • 07/2023 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2001-06-11 → 2023-08-18
    Wealth Management Group
    Dover, DE
    Dover, DE
Other Businesses

1. R F BOOK REALTY, LLC, NOT INVESTMENT RELATED, ADDRESS: 220 BEISER BLVD, DOVER, DE 19904, REAL ESTATE RENTAL, TITLE: MEMBER, START DATE: 12/2002, HOURS DEVOTED MONTHLY - 1, SECURITY TRADING HOURS DEVOTED LESS THAN 1/2 MONTHLY, DUTIES - RENTAL MANAGEMENT. 2. BOOK & ASSOCIATES LEASING, LLC, NOT INVESTEMENT RELATED, ADDRESS: 220 BEISER BLVD, DOVER, DE 19904, RENTAL EQUIPMENT AND MEMBERS LIFE INSURANCE, TITLE: MEMBER, START DATE: 11/2005, HOURS PER MONTH: 1, SECURITIES HOURS: 1/2 HOUR PER MONTH, DUTIES: MONITOR LIFE INSURANCE AND RENTAL EQUIPMENT MANAGEMENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-23
  • S65 Uniform Investment Adviser Law Examination
    1999-12-23
Designations
Other Names
  • Raymond Frank Book
  • Ray Book

View on SEC IAPD

Other Firms

PRINCIPAL SECURITIES, INC.
ORBIT
LONG ANGLE MANAGEMENT, LLC
BFO INVESTMENTS LLC
BANKERS LIFE ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MADERA TECHNOLOGY ADVISORS, LLC
VITALIZEVC MANAGEMENT, LLC

Other Investors

SANDRA LAWTER-OTOOLE
PATRICK THOMAS NOLAN
ROBERTS E. MCKELDIN
MATTHEW JASON BASILE
SCOTT CLAYTON CRAWFORD
Nataliya V Zook
SCOTT RICHARD BROWN
RONALD PAUL VASCIK

Other Offices

PRINCIPAL SECURITIES, INC. · DOVER, DE
ORBIT · DOVER, DE
LONG ANGLE MANAGEMENT, LLC · DOVER, DE
BFO INVESTMENTS LLC · DOVER, DE
BANKERS LIFE ADVISORY SERVICES, INC. · Dover, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Dover, DE
MADERA TECHNOLOGY ADVISORS, LLC · DOVER, DE
VITALIZEVC MANAGEMENT, LLC · DOVER, DE

More in Dover, DE

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