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Robert Michael Devries

Savant Wealth Management

Satellite Beach, FL

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-10
  • FL RA
    APPROVED
    Since 2024-03-10

Branch Locations

1300 Highway A1A Suite 103, Satellite Beach, FL 32937 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Firstwave Financial Inc(Formerly Cpa Wealth Management Services) Satellite Beach FL 09/2012 12/2023
Savant Wealth Management Rockford IL 01/2024 Present
  • 09/2012 → 12/2023
    Firstwave Financial Inc(Formerly Cpa Wealth Management Services)
    Satellite Beach, FL
  • 01/2024 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2013-04-04 → 2024-07-01
    Firstwave Financial
    Satellite Beach, FL
  • 2003-03-27 → 2003-12-31
    Independence Insurance & Investments, Llc
    Melbourne, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-15
S63 Uniform Securities Agent State Law Examination 1997-06-18
  • S65 Uniform Investment Adviser Law Examination
    2013-01-15
  • S63 Uniform Securities Agent State Law Examination
    1997-06-18

View on SEC IAPD

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