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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-10 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
50 Donald B Dean Drive #1, South Portland, ME 04106 • United States
50 Donald B. Dean Drive Suite One, South Portland, ME 04106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-14 |
| ME | RA | APPROVED | 2002-09-27 |
Branch Locations
50 Donald B. Dean Drive Suite One, South Portland, ME 04106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegiance Financial Group, Inc. | S. Portland | ME | 04/1997 | 06/2026 |
| Allegiance Capital, L.L.C | S. Portland | ME | 08/2000 | 06/2026 |
| Savant Wealth Management | Rockford | IL | 07/2026 | Present |
Savant Wealth Management acquired the assets of Richard Brothers Financial Advisors, an SEC-registered investment adviser, effective 06/30/2026. Richard Brothers Financial Advisors will continue to operate during a transition period, during which Mr. Richard will serve as a Vice President and Financial Advisor. Following the transition, the investment adviser registration of Richard Brothers Financial Advisors will be withdrawn. Marlin Enterprise; Real Estate Holding Co.; Firm manages property; Started 3/2002; owner/manager; Devote 1 hr/week to this activity. AFX Global Advisors Inc.; Firm is a Maine Insurance Agency; Started 11/2002; Shareholder/Treasurer; Devote 2 hrs/week to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-19 |
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