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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-07-06 |
Branch Locations
1011 W Loras Drive Suite B, Freeport, IL 61032 • 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 |
|---|---|---|---|---|
| University Of Dubuque | Dubuque | IA | 01/2015 | 01/2019 |
| Hillcrest Family Services | Dubuque | IA | 09/2018 | 05/2019 |
| Metlife Insurance | Freeport | IL | 07/2019 | 11/2020 |
| Country Capital Management Company | Morrison | IL | 02/2021 | 05/2023 |
| Country Trust Bank | Morrison | IL | 02/2021 | 12/2022 |
| Country Insurance Affiliates | Morrison | IL | 12/2020 | 05/2023 |
| Country Trust Bank | Morrison | IL | 01/2023 | 05/2023 |
| Savant Wealth Management | Freeport | IL | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-22 |
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