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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-07-03 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
555 S. Randall Rd. Suite 100, St. Charles, IL 60174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Capital Management | Rockford | IL | 01/2015 | 03/2020 |
| Savant Capital Management | Rockford | IL | 03/2020 | 07/2020 |
| Savant Wealth Management | Rockford | IL | 07/2020 | 12/2021 |
| Savant Wealth Management | Rockford | IL | 12/2021 | 12/2024 |
| Savant Wealth Management | Rockford | IL | 12/2024 | Present |
EVERGREEN CAPITAL MANAGEMENT, LLC 970 BRIGHAM WAY, GENEVA, IL 60134 THIS IS A RENTAL REAL ESTATE ACTIVITY AND I AM A PARTNER OWNING LESS THAN 15%. THE ACTIVITY BEGAN IN 1998 AND I WAS A FOUNDING PARTNER. I DEVOTE LESS THAN ONE HOUR PER WEEK TO THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-01 |
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