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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-28 |
Branch Locations
221 3Rd Ave Suite 215, Cedar Rapids, IA 52401 • 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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-28 |
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