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Inactive

Miriam C Falaki

Savant Wealth Management

Rockford, IL

Atlanta, GA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-03-23
  • GA RA
    APPROVED
    Since 2023-03-23

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

400 Northridge Road Suite 350, Atlanta, GA 30350 • 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
Merrill Lynch, Pierce, Fenner And Smith Incorporated Atlanta GA 07/2012 09/2019
Bank Of America, N.A. Atlanta GA 05/2013 09/2019
Capital Directions Llc Atlanta GA 10/2019 02/2023
Savant Wealth Management Rockford IL 02/2023 Present
  • 07/2012 → 09/2019
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Atlanta, GA
  • 05/2013 → 09/2019
    Bank Of America, N.A.
    Atlanta, GA
  • 10/2019 → 02/2023
    Capital Directions Llc
    Atlanta, GA
  • 02/2023 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-04
  • S66 Uniform Combined State Law Examination
    2012-12-04
Designations
Other Names
  • Miriam Camelia Falaki

View on SEC IAPD

Other Firms

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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