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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-12-04
  • AL RA
    APPROVED
    Since 2023-12-04

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

3810 Governors Drive Nw Suite 100, Huntsville, AL 35805 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Huntsville AL 04/2015 11/2023
Bridgeworth, Llc Huntsville AL 04/2015 11/2023
Savant Wealth Management Rockford IL 12/2023 11/2024
Savant Wealth Management Rockford IL 11/2024 Present
Previous Registrations
  • 2015-05-01 → 2024-03-20
    Bridgeworth Wealth Management
    Huntsville, AL
    Birmingham, AL
    Huntsville, AL
  • 2000-04-25 → 2015-05-11
    Osaic Fa, Inc.
    Huntsville, AL
    Huntsville, AL
Other Businesses

5/8/2018 - Foster Properties Ltd - Not Investment Related - Home Based - Other-Family Business - Started 12/22/1997 - 1 Hours Per Month/0 Hours During Securities Trading - Handle the majority of business matters for this family business.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-10-11
  • S63 Uniform Securities Agent State Law Examination
    1996-10-11
Designations

View on SEC IAPD

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