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Inactive

Marly King Green

Savant Wealth Management

Rockford, IL

Birmingham, AL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-01-10
  • AL RA
    APPROVED
    Since 2024-01-10

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

101 25Th Street North Suite 100, Birmingham, AL 35203 • 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
Bridgeworth Wealth Management Birmingham AL 04/2023 11/2023
Cru Orlando FL 08/2019 06/2020
Retail Strategies Birmingham AL 05/2019 07/2019
Intermark Group Birmingham AL 05/2018 08/2018
The University Of Alabama Tuscaloosa AL 08/2015 05/2019
Bridgeworth Wealth Management Birmingham AL 07/2020 04/2023
Savant Wealth Management Rockford IL 12/2023 Present
  • 04/2023 → 11/2023
    Bridgeworth Wealth Management
    Birmingham, AL
  • 08/2019 → 06/2020
    Cru
    Orlando, FL
  • 05/2019 → 07/2019
    Retail Strategies
    Birmingham, AL
  • 05/2018 → 08/2018
    Intermark Group
    Birmingham, AL
  • 08/2015 → 05/2019
    The University Of Alabama
    Tuscaloosa, AL
  • 07/2020 → 04/2023
    Bridgeworth Wealth Management
    Birmingham, AL
  • 12/2023 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2023-05-12 → 2024-03-19
    Bridgeworth Wealth Management
    Birmingham, AL
Designations
Other Names
  • Marly Virginia King
  • Marly Virginia Green

View on SEC IAPD

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FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

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

More in Rockford, IL

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