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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swaimbrown Wealth Management, Llc | Clinton | SC | 02/2013 | 11/2023 |
| Upstate Insurance Consultants, Llc | Clinton | SC | 10/2012 | 11/2023 |
| Savant Wealth Management | Rockford | IL | 12/2023 | Present |
Upstate Insurance Consultants LLC-301 N. Broad St., Clinton SC 29325 Independent Insurance Agency-50% Owner- 10-01-2012-5 Hours per month providing oversite. Bush River Realty LLC -301 N. Broad St , Clinton SC 29325 -Real Estate-20% Owner-12-01-2015-5 Hours per month providing oversite.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-02 |
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