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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-01-19
  • IL RA
    APPROVED
    Since 2023-01-19

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

475 Half Day Road Suite 210, Lincolnshire, IL 60069 • 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
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
  • 07/2016 → 09/2017
    Rolling Meadows, IL
  • 08/2016 → 09/2017
    Bank Of America, N.A.
    Rolling Meadows, IL
  • 08/2018 → 01/2023
    Appreciation Financial
    Henderson, NV
  • 03/2019 → 12/2022
    Encompass More, A Division Of Verity Asset Management
    Durham, NC
  • 03/2019 → 09/2022
    Encompass Investments, A Division Of Verity Investments, Inc.
    Durham, NC
  • 09/2017 → 02/2019
    Unemployed
    Chicago, IL
  • 08/2022 → 12/2022
    Danville, CA
  • 01/2023 → Present
    Rockford, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-30
S63 Uniform Securities Agent State Law Examination 2014-10-10
  • S66 Uniform Combined State Law Examination
    2016-11-30
  • S63 Uniform Securities Agent State Law Examination
    2014-10-10

View on SEC IAPD

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