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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-27
  • MA RA
    APPROVED
    Since 2025-01-27

Branch Locations

80 William Street Suite 260, Wellesley, MA 02481 • 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
Jhd Llc Boston MA 04/2015 11/2023
John Hancock Boston MA 04/2015 11/2023
Savant Wealth Management Rockford IL 07/2024 Present
Unemployed Franklin MA 11/2023 07/2024
Franklin Soccer School Franklin MA 09/2023 Present
  • 04/2015 → 11/2023
    Jhd Llc
    Boston, MA
  • 04/2015 → 11/2023
    John Hancock
    Boston, MA
  • 07/2024 → Present
    Rockford, IL
  • 11/2023 → 07/2024
    Unemployed
    Franklin, MA
  • 09/2023 → Present
    Franklin Soccer School
    Franklin, MA
Other Businesses

HOME DEPOT 1415 BOSTON PROVIDENCE HWY NORWOOD, MA. SALES ASSOCIATE STARTING DECEMBER 2014. NOT INVESTMENT RELATED, 60 HOURS PER MONTH NOT DURING NORMAL SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-20
S63 Uniform Securities Agent State Law Examination 1999-07-29
  • S65 Uniform Investment Adviser Law Examination
    2024-12-20
  • S63 Uniform Securities Agent State Law Examination
    1999-07-29

View on SEC IAPD

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