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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-01 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
2250 Town Square Tower 445 Minnesota Street, St. Paul, MN 55101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Rockford | IL | 05/2026 | Present |
| Transamerica Retirement Solutions | St. Paul | MN | 02/2014 | 11/2022 |
| Transamerica Investors Securities Corporation | St. Paul | MN | 02/2014 | 11/2022 |
| Pnc Investments Llc | Cleveland | OH | 11/2022 | 04/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2023 | 04/2025 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 04/2025 |
| Gradient Securities, Llc | Arden Hills | MN | 04/2025 | 05/2026 |
| Gradient Financial Group - Case Central | Arden Hills | MN | 04/2025 | 05/2026 |
RENTAL PROPERTY; NOT INVESTMENT RELATED; 9400 OLD CEDAR AVE S #326, BLOOMINGTON, MN 55425; OWNER; START 6/2009; 0 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; OWNER OF PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-29 |
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