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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-07-11 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
317 Paseo De Peralta, Santa Fe, NM 87501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Santa Fe | NM | 05/2025 | 04/2026 |
| Western Carolina University | Cullowhee | NC | 07/2023 | 05/2025 |
| Capitol Bank | Madison | WI | 09/2022 | 05/2023 |
| Blue Ridge Community College | Brevard | WI | 07/2020 | 08/2022 |
| Rosman High School | Rosman | NC | 08/2017 | 06/2020 |
| South Medford High School | Medord | OR | 05/2015 | 07/2017 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-10 |
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