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Inactive

Matthew Paul Witter

Savant Wealth Management

Doylestown, PA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-11-02
TX RA APPROVED 2022-11-02
  • PA RA
    APPROVED
    Since 2022-11-02
  • TX RA
    APPROVED
    Since 2022-11-02

Branch Locations

3655 Route 202 Suite 140, Doylestown, PA 18902 • 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
H.D. Vest Advisory Services Horsham PA 03/2016 11/2017
The Sharp Financial Group Horsham PA 03/2016 11/2017
Sharp Financial Services, Llc Horsham PA 11/2017 01/2018
Sfg Investment Advisors, Inc. Doylestown PA 01/2018 11/2022
Savant Wealth Management Rockford IL 11/2022 Present
  • 03/2016 → 11/2017
    H.D. Vest Advisory Services
    Horsham, PA
  • 03/2016 → 11/2017
    The Sharp Financial Group
    Horsham, PA
  • 11/2017 → 01/2018
    Sharp Financial Services, Llc
    Horsham, PA
  • 01/2018 → 11/2022
    Sfg Investment Advisors, Inc.
    Doylestown, PA
  • 11/2022 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2018-01-25 → 2022-12-31
    Sfg Investment Advisors, Inc.
    Doylestown, PA
  • 2017-11-06 → 2018-01-29
    Sharp Financial
    Horsham, PA
  • 2016-03-17 → 2017-12-31
    Avantax Advisory Services
    Horsham, PA
    Dallas, TX
  • 2012-01-25 → 2016-03-10
    Canon Capital Investment Advisory
    Harleysville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-14
  • S65 Uniform Investment Adviser Law Examination
    2012-01-14
Designations

View on SEC IAPD

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JANNEY MONTGOMERY SCOTT LLC
MUNTZ FINANCIAL, LLC
ARCHETYPE ADVISORS, LLC
TRIDENT ADVISORS INC
WINTHROP PARTNERS - EPA, LLC
RODGERS BROTHERS, INC.

Other Investors

MICHAEL ALAN HALVORSEN
Joseph Michael Bates
PAUL HARRISON KRUMENACKER
ANTHONY SCOTT STENCLER
Emma Nelson Jenkins-Long
MICHAEL STUART SHEEHY
DAVID FOWLER JENKINS
Jonathan Robert Harvey

Other Offices

SUMMIT FINANCIAL, LLC · DOYLESTOWN, PA
LPL FINANCIAL LLC · DOYLESTOWN, PA
JANNEY MONTGOMERY SCOTT LLC · DOYLESTOWN, PA
MUNTZ FINANCIAL, LLC · DOYLESTOWN, PA
ARCHETYPE ADVISORS, LLC · DOYLESTOWN, PA
TRIDENT ADVISORS INC · DOYLESTOWN, PA
WINTHROP PARTNERS - EPA, LLC · Doylestown, PA
RODGERS BROTHERS, INC. · Doylestown, PA

More in Doylestown, PA

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