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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-11-08
  • IL RA
    APPROVED
    Since 2019-11-08

Branch Locations

2315 E Empire St. Suite 2, Bloomington, IL 61704 • 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
Kingston Wealth Management Bloomington IL 07/2012 12/2019
Valmark Advisers, Inc. Akron OH 03/2014 12/2019
Valmark Securitieis, Inc. Akron OH 10/2012 12/2019
Savant Capital Management Bloomington IL 10/2019 07/2020
Savant Wealth Management Rockford IL 07/2020 Present
  • 07/2012 → 12/2019
    Kingston Wealth Management
    Bloomington, IL
  • 03/2014 → 12/2019
    Akron, OH
  • 10/2012 → 12/2019
    Valmark Securitieis, Inc.
    Akron, OH
  • 10/2019 → 07/2020
    Savant Capital Management
    Bloomington, IL
  • 07/2020 → Present
    Rockford, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-24
  • S66 Uniform Combined State Law Examination
    2013-01-24
Designations

View on SEC IAPD

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