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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-05 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
234 S Peters Road Suite 102, Knoxville, TN 37923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathfinder, Inc. | Knoxville | TN | 10/2009 | 12/2023 |
| Asset Planning Corporation | Knoxville | TN | 10/2022 | 12/2025 |
| Savant Wealth Management | Rockford | IL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-28 |
| S66 | Uniform Combined State Law Examination | 2007-05-08 |
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