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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-01-28
  • IA RA
    APPROVED
    Since 2025-01-28

Branch Locations

221 3Rd Ave Suite 215, Cedar Rapids, IA 52401 • 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
Savant Wealth Management Rockford IL 06/2024 Present
Perfect Game Baseball Cedar Rapids IA 06/2021 10/2023
Kohls Cedar Rapids IA 09/2018 01/2020
Ruffalo Noel Levitz Cedar Rapids IA 08/2018 08/2018
Mount Mercy University Cedar Rapids IA 08/2020 05/2024
Unemployed Cedar Rapids IA 09/2014 08/2018
Unemployed Cedar Rapids IA 01/2020 08/2020
  • 06/2024 → Present
    Rockford, IL
  • 06/2021 → 10/2023
    Perfect Game Baseball
    Cedar Rapids, IA
  • 09/2018 → 01/2020
    Kohls
    Cedar Rapids, IA
  • 08/2018 → 08/2018
    Ruffalo Noel Levitz
    Cedar Rapids, IA
  • 08/2020 → 05/2024
    Mount Mercy University
    Cedar Rapids, IA
  • 09/2014 → 08/2018
    Unemployed
    Cedar Rapids, IA
  • 01/2020 → 08/2020
    Unemployed
    Cedar Rapids, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-28
  • S65 Uniform Investment Adviser Law Examination
    2025-01-28

View on SEC IAPD

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