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Inactive

Patti Boatwright Black

Savant Wealth Management

Rockford, IL

Birmingham, AL

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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

101 25Th St. North Suite 100, Birmingham, AL 35203 • 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
Kinsight (Formerly Charles D. Haines, Llc) Birmingham AL 10/2001 01/2017
Bridgeworth, Llc Dba Bridgeworth Wealth Management Birmingham AL 01/2017 11/2023
Savant Wealth Management Rockford IL 12/2023 Present
  • 10/2001 → 01/2017
    Kinsight (Formerly Charles D. Haines, Llc)
    Birmingham, AL
  • 01/2017 → 11/2023
    Bridgeworth, Llc Dba Bridgeworth Wealth Management
    Birmingham, AL
  • 12/2023 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2017-01-14 → 2024-03-19
    Bridgeworth Wealth Management
    Birmingham, AL
    Birmingham, AL
  • 1996-10-22 → 2017-01-09
    Kinsight, Llc
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-08
  • S65 Uniform Investment Adviser Law Examination
    1996-10-08
Designations
Other Names
  • Patti Lane Boatwright
  • Patti Black

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

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