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Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amana Wealth Management | Rockford | IL | 11/2016 | 03/2017 |
| Savant Capital Management | Rockford | IL | 03/2017 | 12/2019 |
| Savant Capital Management | Rockford | IL | 01/2020 | 07/2020 |
| Savant Wealth Management | Rockford | IL | 07/2020 | 04/2024 |
| Seventwotwentythree Llc - Haland Wealth Management Llc | Chicago | IL | 04/2024 | Present |
| Seventwotwentythree Llc - Haland Financial Llc | Chicago | IL | 04/2024 | Present |
- Name of other business: Seventwotwentythree LLC - Haland Financial LLC - Investment-related: No - Address: 2904 N Mildred Ave Apt 2I, Chicago, IL 60657 - Nature of the other business: Financial coaching/general financial videos and seminars - Position/title/duties: Owner - Start date: 04/2024 - Approximate number of hours/month devoted to the other business: 80 - Number of hours devoted during securities trading hours: 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
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