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Inactive

Stephen Andrew Heitz

Savant Wealth Management

Louisville, KY

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-10-01
  • KY RA
    APPROVED
    Since 2024-10-01

Branch Locations

9510 Ormsby Station Road Suite 101, Louisville, KY 40233 • 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
Sortino Advisory Partners Louisville KY 08/2014 09/2024
Purshe Kaplan Sterling Investments Albany NY 10/2014 09/2024
Savant Wealth Management Rockford IL 10/2024 11/2024
Savant Wealth Management Rockford IL 11/2024 Present
  • 08/2014 → 09/2024
    Sortino Advisory Partners
    Louisville, KY
  • 10/2014 → 09/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 10/2024 → 11/2024
    Savant Wealth Management
    Rockford, IL
  • 11/2024 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2014-09-22 → 2024-10-02
    Sortino Advisory Partners, Llc
    Louisville, KY
    Louisville, KY
  • 2009-06-01 → 2014-09-30
    Morgan Stanley
    Louisville, KY
    Louisville, KY
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Louisville, KY
  • 2004-05-04 → 2007-04-02
    Morgan Stanley Dw Inc.
    Louisville, KY
    Louisville, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-02
  • S66 Uniform Combined State Law Examination
    2004-04-02
Other Names
  • Stephen A Heitz

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY
WAYCROSS PARTNERS, LLC · LOUISVILLE, KY
PNC WEALTH MANAGEMENT LLC · Louisville, KY
KESTRA ADVISORY SERVICES, LLC · Louisville, KY
LPL FINANCIAL LLC · LOUISVILLE, KY
LPL FINANCIAL LLC · LOUISVILLE, KY

More in Louisville, KY

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