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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-27 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
545 Fifth Avenue Suite 1108, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Source Financial Advisors | New York | NY | 11/2012 | 12/2024 |
| Savant Wealth Management | New York | NY | 12/2024 | 06/2026 |
| Savant Wealth Management | Rockford | IL | 06/2026 | Present |
Start dates - 3/3/2022; 3/22/2023 Position/Role - Trust protector of a client's trust Business is investment-related Address - 100 W 131st St, Apt 8F, New York, NY 10017 Approximately 1-5 hours/month devoted to the other business Approximately 1-5 hours devoted during security trading hours Serve as trust protector upon death or disability of the grantor/trustee Start date - 11/4/2021 Position/Role - Successor Executor, Successor Trustee of testamentary trusts, Successor Agent under POA; Successor trustee of client's trust Business is investment-related Address - 100 W 131st St, Apt 8F, New York, NY 10017 Less than 1 hours/month devoted to the other business Less than 1 hour devoted during security trading hours Serve as successor executor, successor trustee and successor POA for client
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-14 |
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