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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-10 |
Branch Locations
80 William St #260, Wellesley, MA 02481 • United States
190 Buckley Drive, Rockford, IL 61107 • 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 |
|---|---|---|---|---|
| Wellesley Investment Advisors, Inc. | Wellesley | MA | 01/2014 | 02/2025 |
| Foreside Fund Services, Llc | Wellesley | MA | 12/2020 | 02/2025 |
| Savant Wealth Management | Rockford | IL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-14 |
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