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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-12-07 |
Branch Locations
301 North Broad Street, Clinton, SC 29325 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swaim Brown Wealth Management Llc (And Predecessors) | Clinton | SC | 02/2001 | 11/2023 |
| Swaimbrown Pa | Clinton | SC | 07/1990 | 12/2018 |
| Peay And Associates Llc | Clinton | SC | 01/2019 | 11/2023 |
| Savant Wealth Management | Rockford | IL | 12/2023 | 12/2024 |
| Savant Wealth Management | Rockford | IL | 12/2024 | Present |
Bush River Realty LLC -301 N. Broad St , Clinton SC 29325 -Real Estate-20% Owner-12-01-2015-5 Hours per month providing oversite. AgSouth Farm Credit-146 Victory Lane, Statesville NC 28625-Farm Credit Association-Board Member-09-01-2015- 12 hours per month attending board meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-11 |
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