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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-04 |
Branch Locations
475 Half Day Road Suite 210, Lincolnshire, IL 60069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-18 |
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