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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R. F. Book & Co., Cpas | Dover | DE | 11/1995 | 07/2023 |
| Wealth Management Group, Llc | Dover | DE | 10/2001 | 07/2023 |
| Savant Wealth Management | Rockford | IL | 07/2023 | 12/2024 |
| Savant Wealth Management | Rockford | IL | 12/2024 | Present |
1. R F BOOK REALTY, LLC, NOT INVESTMENT RELATED, ADDRESS: 220 BEISER BLVD, DOVER, DE 19904, REAL ESTATE RENTAL, TITLE: MEMBER, START DATE 12/2002, HOURS DEVOTED MONTHLY - 1, SECURITIES HOURS DEVOTED - LESS THAN 1/2 HOUR MONTHLY, DUTIES - RENTAL MANAGEMENT. 2. BOOK & ASSOCIATES LEASING, LLC, NOT INVESTMENT RELATED, ADDRESS: 220 BEISER BLVD, DOVER, DE 19904, RENTAL EQUIPMENT AND MEMBERS LIFE INSURANCE, TITLE: MEMBER, START DATE: 11/2005, HOURS PER MONTH: 1, SECURITIES HOURS: 1/2 HOUR PER MONTH, DUTIES: MONITOR LIFE INSURANCE AND RENTAL EQUIPMENT MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-11 |
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