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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-23 |
Branch Locations
400 Northridge Road Suite 350, Atlanta, GA 30350 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 08/2015 | 05/2017 |
| Capital Directions, Llc | Atlanta | GA | 06/2017 | 02/2023 |
| Savant Wealth Management | Rockford | IL | 02/2023 | 02/2025 |
| Savant Wealth Management | Rockford | IL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-07 |
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