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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-13 |
| NC | RA | APPROVED | 2023-03-09 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
400 Northridge Road Suite 350, Atlanta, GA 30350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roger Vandermus | La Crosse | WI | 04/2014 | 04/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2014 | 04/2017 |
| Unified Trust / American Trust | Lexington | KY | 04/2017 | 07/2022 |
| Capital Directions | Atlanta | GA | 07/2022 | 02/2023 |
| Savant Wealth Management | Rockford | IL | 02/2023 | 08/2026 |
| Savant Wealth Management | Rockford | IL | 08/2026 | Present |
RENTAL PROPERTY; INVESTMENT-RELATED; MINNESOTA; 100% OWNER; START DATE 6/1/12; APPROX 1-5 HOURS A MONTH; LANDLORD, COLLECT RENT, MAINTAINING ISSUES WITH PROPERTY, HELD IN AN LLC, PJC PROPERTIES, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-31 |
| S66 | Uniform Combined State Law Examination | 2012-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-18 |
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