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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-12-04 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
101 25Th Street North Suite 100, Birmingham, AL 35203 • 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 |
|---|---|---|---|---|
| Iberia Wealth Advisors | Birmingham | AL | 01/2015 | 07/2020 |
| First Horizon Advisors, Inc. | Birmingham | AL | 07/2020 | 02/2022 |
| Bridgeworth Wealth Management | Birmingham | AL | 02/2022 | 11/2023 |
| Savant Wealth Management | Rockford | IL | 12/2023 | 03/2024 |
| Savant Wealth Management | Rockford | IL | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-22 |
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