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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-19 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
475 Half Day Road Suite 210, Lincolnshire, IL 60069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 07/2016 | 09/2017 |
| Bank Of America, N.A. | Rolling Meadows | IL | 08/2016 | 09/2017 |
| Appreciation Financial | Henderson | NV | 08/2018 | 01/2023 |
| Encompass More, A Division Of Verity Asset Management | Durham | NC | 03/2019 | 12/2022 |
| Encompass Investments, A Division Of Verity Investments, Inc. | Durham | NC | 03/2019 | 09/2022 |
| Unemployed | Chicago | IL | 09/2017 | 02/2019 |
| Encompass More Asset Management Llc | Danville | CA | 08/2022 | 12/2022 |
| Savant Wealth Management | Rockford | IL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-10 |
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