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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-12-04 |
Branch Locations
3810 Nw Governors Drive Suite 100, Huntsville, AL 35805 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fleishel Financial Associates | Deland | FL | 01/2012 | 12/2016 |
| Raymond James Financial Services, Inc. | Deland | FL | 09/2012 | 12/2016 |
| Raymond James Financial Services Advisors Inc. | Deland | FL | 07/2013 | 12/2016 |
| Fleishel Financial Associates, Inc. | Deland | FL | 08/2013 | 12/2016 |
| Lpl Financial | Birmingham | AL | 12/2016 | 09/2018 |
| Bridgeworth Llc Dba Bridgeworth Wealth Management | Birmingham | AL | 12/2016 | 11/2023 |
| Savant Wealth Management | Rockford | IL | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-23 |
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