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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-04
  • IL RA
    APPROVED
    Since 2025-01-04

Branch Locations

475 Half Day Road Suite 210, Lincolnshire, IL 60069 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 09/2016 05/2019
Unemployed Baltimore MD 04/2016 09/2016
Cf Innovation Group, Inc. Chicago IL 05/2019 05/2021
Inx Securities, Llc New York NY 05/2019 02/2022
Unemployed Mount Prospect IL 02/2022 05/2022
Lasalle Investment Management Chicago IL 05/2022 08/2022
Unemployed Mount Prospect IL 08/2022 11/2022
Strategic Wealth Partners Deerfield IL 11/2022 08/2023
Savant Wealth Management Rockford IL 11/2023 Present
  • 09/2016 → 05/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 04/2016 → 09/2016
    Unemployed
    Baltimore, MD
  • 05/2019 → 05/2021
    Cf Innovation Group, Inc.
    Chicago, IL
  • 05/2019 → 02/2022
    Inx Securities, Llc
    New York, NY
  • 02/2022 → 05/2022
    Unemployed
    Mount Prospect, IL
  • 05/2022 → 08/2022
    Lasalle Investment Management
    Chicago, IL
  • 08/2022 → 11/2022
    Unemployed
    Mount Prospect, IL
  • 11/2022 → 08/2023
    Strategic Wealth Partners
    Deerfield, IL
  • 11/2023 → Present
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-04
S63 Uniform Securities Agent State Law Examination 2016-11-18
  • S65 Uniform Investment Adviser Law Examination
    2025-01-04
  • S63 Uniform Securities Agent State Law Examination
    2016-11-18
Other Names
  • Lerroy O Ongadi

View on SEC IAPD

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