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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-11-02
  • PA RA
    APPROVED
    Since 2022-11-02

Branch Locations

3655 Route 202 Suite 140, Doylestown, PA 18902 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
T.H. Properties Harleysville PA 09/2015 09/2018
Sfg Investment Advisors, Inc. Doylestown PA 09/2018 11/2022
Savant Wealth Management Rockford IL 11/2022 Present
  • 09/2015 → 09/2018
    T.H. Properties
    Harleysville, PA
  • 09/2018 → 11/2022
    Sfg Investment Advisors, Inc.
    Doylestown, PA
  • 11/2022 → Present
    Rockford, IL
Previous Registrations
  • 2019-05-08 → 2022-12-31
    Sfg Investment Advisors, Inc.
    Doylestown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-20
  • S65 Uniform Investment Adviser Law Examination
    2019-04-20
Designations

View on SEC IAPD

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