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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-20 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
600 Unicorn Park Drive Suite 203, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Rockford | IL | 02/2026 | Present |
| Student | Chicago | IL | 01/2016 | 06/2022 |
| Chef's Hat | Ephriam | WI | 06/2020 | 09/2020 |
| Weiss Asset Management | Boston | MA | 07/2022 | 03/2024 |
| Heritage Financial | Westwood | MA | 03/2024 | 02/2026 |
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