Best Investors
Account
Sign in
190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-12-04 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
3810 Governors Drive Nw Suite 100, Huntsville, AL 35805 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-11 |
Reach out to this advisor