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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-02 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
475 Half Day Rd Suite 210, Lincolnshire, IL 60069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-10 |
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