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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-02
  • IL RA
    APPROVED
    Since 2025-05-02

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

475 Half Day Rd Suite 210, Lincolnshire, IL 60069 • 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
1St Global Capital Corp. Elgin IL 04/2004 03/2017
1St Global Advisors, Inc. Elgin IL 04/2004 03/2017
Mueller Financial Services, Inc. Elgin IL 05/2004 03/2017
1St Global Insurance Services Elgin IL 10/2004 03/2017
Lpl Financial, Llc Elgin IL 03/2017 04/2025
Independent Financial Partners Elgin IL 03/2017 03/2019
Iht Wealth Management Llc Chicago IL 03/2019 04/2025
Savant Wealth Management Rockford IL 05/2025 Present
  • 04/2004 → 03/2017
    1St Global Capital Corp.
    Elgin, IL
  • 04/2004 → 03/2017
    1St Global Advisors, Inc.
    Elgin, IL
  • 05/2004 → 03/2017
    Mueller Financial Services, Inc.
    Elgin, IL
  • 10/2004 → 03/2017
    1St Global Insurance Services
    Elgin, IL
  • 03/2017 → 04/2025
    Lpl Financial, Llc
    Elgin, IL
  • 03/2017 → 03/2019
    Elgin, IL
  • 03/2019 → 04/2025
    Chicago, IL
  • 05/2025 → Present
    Rockford, IL
Previous Registrations
  • 2019-05-21 → 2025-05-01
    Elgin, IL
    Chicago, IL
  • 2017-03-30 → 2019-04-04
    Elgin, IL
  • 2004-04-30 → 2017-03-30
    1St Global Advisors Inc
    Elgin, IL
    Elgin, IL
  • 2004-05-25 → 2017-03-28
    Mueller Financial Services, Inc.
    Elgin, IL
  • 1999-01-27 → 2004-05-05
    Ws Griffith Securities, Inc.
    Rosemont, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-01
S63 Uniform Securities Agent State Law Examination 1994-03-10
  • S65 Uniform Investment Adviser Law Examination
    1998-10-01
  • S63 Uniform Securities Agent State Law Examination
    1994-03-10
Designations

View on SEC IAPD

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