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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-07-11
  • NM RA
    APPROVED
    Since 2025-07-11

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

317 Paseo De Peralta, Santa Fe, NM 87501 • 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 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
  • 05/2025 → 04/2026
    Santa Fe, NM
  • 07/2023 → 05/2025
    Western Carolina University
    Cullowhee, NC
  • 09/2022 → 05/2023
    Capitol Bank
    Madison, WI
  • 07/2020 → 08/2022
    Blue Ridge Community College
    Brevard, WI
  • 08/2017 → 06/2020
    Rosman High School
    Rosman, NC
  • 05/2015 → 07/2017
    South Medford High School
    Medord, OR
  • 04/2026 → Present
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-10
  • S65 Uniform Investment Adviser Law Examination
    2025-07-10

View on SEC IAPD

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