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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-06 |
| NC | RA | APPROVED | 2024-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 05/1994 | 11/2019 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 04/2020 | 08/2024 |
| Unemployed | Mooresville | NC | 01/2020 | 03/2020 |
| Savant Wealth Management | Rockford | IL | 08/2024 | Present |
(1) REAL ESTATE POSITION: Owner NATURE: Nature of activity is home to be rented. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 323 Dingler Avenue, Mooresville NC 28115, United States DESCRIPTION: Address reflects home that will be rented. (2) REAL ESTATE POSITION: Owner NATURE: Nature of activity is real estate home that will be rented. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: 213 E Lowrance Avenue, Mooresville NC 28115, United States DESCRIPTION: Address reflects a home that will be rented. (3) REAL ESTATE POSITION: Owner NATURE: Investment Property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/2016 ADDRESS: 124 Foursquare Road, Mooresville NC 28115, United States DESCRIPTION: Own and manage property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-29 |
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