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Inactive

Rosemary C Guilliams

Savant Wealth Management

Rockford, IL

Manassas, VA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-01-03
  • VA RA
    APPROVED
    Since 2023-01-03

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

9161 Liberia Avenue Suite 100, Manassas, VA 20110 • 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
Alliant Wealth Advisors Manassas VA 06/2018 06/2022
Beacon Pointe Wealth Advisors Newton MA 10/2016 06/2018
Tpw Financial Newton MA 07/2013 09/2016
Savant Wealth Management Rockford IL 07/2022 Present
  • 06/2018 → 06/2022
    Alliant Wealth Advisors
    Manassas, VA
  • 10/2016 → 06/2018
    Beacon Pointe Wealth Advisors
    Newton, MA
  • 07/2013 → 09/2016
    Tpw Financial
    Newton, MA
  • 07/2022 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2020-08-28 → 2022-12-31
    Alliant Wealth Advisors
    Manassas, VA
Designations

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

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