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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-10 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
225 Broadhollow Road Suite 215, Melville, NY 11747 • United States
225 Broadhollow Road Suite 215, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-19 |
Branch Locations
225 Broadhollow Road Suite 215, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ef Legacy Securities, Llc | Henrico | VA | 10/2016 | 06/2017 |
| Unemployed | Massapequa | NY | 01/2016 | 09/2016 |
| Heller Wealth Management | Melville | NY | 06/2017 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
Savant Wealth Management acquired the assets of Heller Wealth Management, an SEC-registered investment adviser, effective 03/31/2026. Heller Wealth Management will continue to operate during a transition period, during which Mr. Moss will serve as a Wealth Manager. Following the transition, the investment adviser registration of Heller Wealth Management will be withdrawn. Ozark Dr LLC 4524 La Manana LLC 56 FAIRY LN LLC 2 MILE RD LLC SEAEO IV LLC GT MOSS HOLDINGS CO LLC 143 4TH AVE UNIT 3056 BAYSHORE NY 11706 Position:Member All of the above are asset holdings LLC and gt holdings in for savant member owner 0 hours a week of work dedicated to this
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-11 |
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