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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-07-11 |
| TX | RA | APPROVED | 2022-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 10/2012 | 11/2016 |
| Financial Engines Advisors L.L.C. | Austin | TX | 11/2016 | 12/2021 |
| Savant Wealth Management | Rockford | IL | 04/2022 | Present |
| Unemployed | Austin | TX | 01/2022 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-17 |
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