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Inactive

Maxwell A Khalfayan

Savant Wealth Management

Middletown, RI

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-05-02
  • RI RA
    APPROVED
    Since 2025-05-02

Branch Locations

747 Aquidneck Avenue Suite 1, Middletown, RI 02842 • 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
Corrigan Financial, Inc. Middletown RI 10/2022 04/2025
Ernst & Young New York NY 10/2020 10/2022
Ernst & Young Hartford CT 09/2018 10/2020
Student Kingston RI 09/2015 07/2018
Savant Wealth Management Rockford IL 05/2025 Present
  • 10/2022 → 04/2025
    Corrigan Financial, Inc.
    Middletown, RI
  • 10/2020 → 10/2022
    Ernst & Young
    New York, NY
  • 09/2018 → 10/2020
    Ernst & Young
    Hartford, CT
  • 09/2015 → 07/2018
    Student
    Kingston, RI
  • 05/2025 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2025-02-09 → 2025-05-02
    Corrigan Financial Inc
    Middletown, RI
Designations

View on SEC IAPD

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Other Investors

DANIEL GERARD CORRIGAN
SARAH ALTEMUS VANDERVEER LUI
ANDREW JOHN PARSONS
CHRISTINE M WINSLOW
RALPH T SALVATORE
Daniel Thomas Corrigan
Brendan James Solecki
ANTHONY GEORGE KUTSAFTIS

Other Offices

LPL ENTERPRISE, LLC · MIDDLETOWN, RI
EDWARD JONES · MIDDLETOWN, RI
LPL FINANCIAL LLC · MIDDLETOWN, RI
BENJAMIN F. EDWARDS & COMPANY, INC. · Middletown, RI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MIDDLETOWN, RI
LATITUDE ADVISORS, LLC · Middleton, RI
MML INVESTORS SERVICES, LLC · Middletown, RI
J.P. MORGAN SECURITIES LLC · Middletown, RI

More in Middletown, RI

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