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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-24 |
Branch Locations
9510 Ormsby Station Road Suite 101, Louisville, KY 40233 • 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 | Louisville | KY | 01/2025 | Present |
| Catholic Charities Of Louisville | Louisville | KY | 06/2024 | 01/2025 |
| Boys And Girls Club Of Greater Cincinnati | Cincinnati | OH | 10/2020 | 06/2024 |
| Bonobos | Cincinnati | OH | 08/2018 | 12/2020 |
| Pitiya | Cincinnati | OH | 06/2017 | 08/2018 |
| Gliks Clothing Co. | Frankfort | MI | 06/2016 | 09/2016 |
| Petals And Perks Coffee Co. | Frankfort | MI | 06/2016 | 09/2016 |
| Student | Cincinnati | OH | 09/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
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