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Inactive

Philip Edmund Corcoran

Savant Wealth Management

Rockford, IL

Vienna, VA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2015-10-01
  • VA RA
    APPROVED
    Since 2015-10-01

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

1945 Old Gallows Road Suite 505, Vienna, VA 22182 • 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 Capital Management Rockford IL 10/2015 07/2020
Savant Wealth Management Rockford IL 07/2020 12/2023
Savant Wealth Management Rockford IL 01/2024 06/2026
Savant Wealth Management Rockford IL 06/2026 Present
Previous Registrations
  • 2002-04-05 → 2015-12-14
    Corcoran Group
    Alexandria, VA
    Cabin John, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-03-22
S63 Uniform Securities Agent State Law Examination 1993-06-11
  • S65 Uniform Investment Adviser Law Examination
    1994-03-22
  • S63 Uniform Securities Agent State Law Examination
    1993-06-11
Designations

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
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