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Inactive

James Patrick Scally

Savant Wealth Management

Woburn, MA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-16
  • MA RA
    APPROVED
    Since 2026-03-16

Branch Locations

600 Unicorn Park Drive Suite 203, Woburn, MA 01801 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Heritage Financial Services, Llc Westwood MA 06/1997 02/2026
Savant Wealth Management Rockford IL 02/2026 Present
  • 06/1997 → 02/2026
    Heritage Financial Services, Llc
    Westwood, MA
  • 02/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2010-03-16 → 2026-03-19
    Heritage Financial Services
    Westwood, MA
    Woburn, MA
  • 2000-09-20 → 2010-03-18
    Commonwealth Financial Network
    Norwood, MA
    Norwood, MA
    Stoneham, MA
  • 2000-09-09 → 2009-06-30
    Heritage Financial Services
    Norwood, MA
Other Businesses

1. TRUSTEE; CORPORATE RETIREMENT PLAN; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-28
S63 Uniform Securities Agent State Law Examination 1997-11-10
  • S65 Uniform Investment Adviser Law Examination
    1999-09-28
  • S63 Uniform Securities Agent State Law Examination
    1997-11-10
Designations

View on SEC IAPD

Other Firms

SINGLE TRACK FINANCIAL, INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STONEX ADVISORS INC.
J.P. MORGAN SECURITIES LLC
BORA CAPITAL, LLC
93 FINANCIAL GROUP, LLC
RIVERSIDE ADVISORS, INC

Other Investors

WAYNE R PASTEL
MARY ELIZABETH FAHEY
STEPHEN JOSEPH COLLINS
PAUL JOSEPH SAUERBRUNN
SHERYL HEIDI WEIN
ANDREW JAMES HOLT
DONNA MARIE DENONCOURT
Brian Patrick Darcy

Other Offices

SINGLE TRACK FINANCIAL, INC. · WOBURN, MA
LPL FINANCIAL LLC · WOBURN, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WOBURN, MA
STONEX ADVISORS INC. · Woburn, MA
J.P. MORGAN SECURITIES LLC · Woburn, MA
BORA CAPITAL, LLC · WOBURN, MA
93 FINANCIAL GROUP, LLC · WOBURN, MA
RIVERSIDE ADVISORS, INC · Woburn, MA

More in Woburn, MA

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