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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-10 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Glenview, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Capital Management Llc | Chicago | IL | 11/2011 | 09/2016 |
| E*Trade Securities Llc | Chicago | IL | 11/2011 | 09/2016 |
| Fidelity Brokerage Services Llc | Chicago | IL | 09/2016 | 10/2017 |
| Unemployed | Chicago | IL | 11/2017 | 03/2018 |
| Lpl Financial Llc | Chicago | IL | 04/2018 | 10/2018 |
| Iht Wealth Management | Chicago | IL | 04/2018 | 10/2018 |
| Vivaldi Capital Management, Llc | Chicago | IL | 10/2018 | 03/2019 |
| Prudential Insurance Company Of America | Chicago | IL | 03/2019 | 11/2022 |
| Pruco Securities, Llc. | Chicago | IL | 03/2019 | 11/2022 |
| Savant Wealth Management | Chicago | IL | 11/2022 | 12/2025 |
| Savvy | Glenview | IL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-05 |
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