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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-31
  • IL RA
    APPROVED
    Since 2026-07-31

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

Alphastar Capital Management

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-12-04
  • IL RA
    APPROVED
    Since 2025-12-04

Branch Locations

3838 W 111Th Unit 110, Chicago, IL 60655 • United States

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • 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
Edward Jones St Louis MO 05/2012 12/2017
Alpha Cubed Investments Irvine CA 12/2017 06/2019
The Leaders Group, Inc. Littleton CO 12/2017 12/2019
Our House Wealth Investments, Llc Chicago IL 12/2017 04/2025
The Marshall Financial Group Llc Chicago IL 07/2024 11/2025
Alphastar Capital Management Chicago IL 12/2025 Present
Our House Wealth Tax Advisory Services, Llc Chicago IL 02/2026 Present
Savant Wealth Management Rockford IL 07/2026 Present
  • 05/2012 → 12/2017
    St Louis, MO
  • 12/2017 → 06/2019
    Alpha Cubed Investments
    Irvine, CA
  • 12/2017 → 12/2019
    The Leaders Group, Inc.
    Littleton, CO
  • 12/2017 → 04/2025
    Our House Wealth Investments, Llc
    Chicago, IL
  • 07/2024 → 11/2025
    Chicago, IL
  • 12/2025 → Present
    Chicago, IL
  • 02/2026 → Present
    Our House Wealth Tax Advisory Services, Llc
    Chicago, IL
  • 07/2026 → Present
    Rockford, IL
Previous Registrations
Other Businesses

1.) OUR HOUSE WEALTH ADVISORS LLC - 11/09/2017 - 3838 W 111th Street, Unit 110; Chicago, IL 60655 - LLC Created to manage insurance business and college savings consulting. 40 hrs/mo; 0 hrs/mo (during trading hours). Robin Stacey House is the Owner of Undiscovered College; Non Investment Related; Location: 3838 W 111th St, Unit 108 Chicago IL 60655; Description: College consulting business; Responsibilities: Manage staff, meet with clients; Start date: 2018-03-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5. the name of the other business; Our House Wealth Tax Advisory Services, LLC whether the business is investment-related; Yes the address of the other business; Chicago, IL the nature of the other business; Tax preparation and tax advisory services your position; Tax preparer and advisor the start date of your relationship; 02/2026 the approximate number of hours/month you devote to the other business; 40 the number of hours you devote to the other business during securities trading hours; 40 and briefly describe your duties relating to the other business; Tax preparation and tax advisory services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-06
  • S66 Uniform Combined State Law Examination
    2012-07-06

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