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Inactive

Thomas Keith Williams

Savant Wealth Management

Wyomissing, PA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-05-12
  • PA RA
    APPROVED
    Since 2023-05-12

Branch Locations

1200 Broadcasting Road Suite 100, Wyomissing, PA 19610 • 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
Pbwm Holdings Wyomissing PA 01/2015 05/2023
Savant Wealth Management Rockford IL 05/2023 Present
Previous Registrations
  • 2015-02-23 → 2023-08-04
    Domani Wealth, Llc
    Wyomissing, PA
    Lancaster, PA
    Wyomissing, PA
  • 2010-03-02 → 2015-02-23
    Parentebeard Wealth Management Llc
    Wyomissing, PA
    York, PA
  • 2002-08-07 → 2010-03-02
    Bmc Financial Advisors
    Wyomissing, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-11-18
  • S66 Uniform Combined State Law Examination
    1998-11-18
Designations
Other Names
  • Thomas Williams
  • Tom Williams

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WYOMISSING, PA
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