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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-13
  • IL RA
    APPROVED
    Since 2025-01-13

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

475 Half Day Road Suite 210, Lincolnshire, IL 60069 • 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 06/2026
Full Time Education Notre Dame IN 08/2023 06/2024
Savant Wealth Management Lincolnshire IL 06/2023 08/2023
Full Time Education Notre Dame IN 08/2020 06/2023
Full Time Education Glen Ellyn IL 01/2015 08/2020
Savant Wealth Management Rockford IL 06/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-24
  • S65 Uniform Investment Adviser Law Examination
    2024-10-24

View on SEC IAPD

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