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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-12-04
  • AL RA
    APPROVED
    Since 2023-12-04

Branch Locations

101 25Th St. North Suite 100, Birmingham, AL 35203 • 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
Lpl Financial, Llc Birmingham AL 08/2012 09/2018
Bridgeworth, Llc Dba Bridgeworth Wealth Management Birmingham AL 08/2012 11/2023
Savant Wealth Management Rockford IL 12/2023 Present
  • 08/2012 → 09/2018
    Lpl Financial, Llc
    Birmingham, AL
  • 08/2012 → 11/2023
    Bridgeworth, Llc Dba Bridgeworth Wealth Management
    Birmingham, AL
  • 12/2023 → Present
    Rockford, IL
Previous Registrations
  • 2012-08-13 → 2024-03-19
    Bridgeworth Wealth Management
    Birmingham, AL
    Birmingham, AL
  • 2007-02-15 → 2012-08-13
    Osaic Fa, Inc.
    Birmingham, AL
Other Businesses

(1) 09/01/1998: NO BUSINESS NAME - Outside/Self Employment - NOT INV REL - AT REPORTED BUSINESS LOCATION(S)- FOOTBALL OFFICIAL AT COLLEGE AND PROFESSIONAL LEVEL. - TIME SPENT 10% (2) 11/4/2015: Curles Properties, LLC - Investment Related - Mitchell County, GA - Real Estate Rental - Started 01/01/2000 - 0 Hours Per Month - Farm rent. Renting agricultural property for farming. There is also timberland with occasional timber sales.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-14
  • S66 Uniform Combined State Law Examination
    2007-02-14
Designations
Other Names
  • Marc Curles

View on SEC IAPD

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