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Inactive

Stewart Daniel Whitt

Savant Wealth Management

Huntsville, AL

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-12-04
  • AL RA
    APPROVED
    Since 2023-12-04

Branch Locations

3810 Governors Drive Nw Suite 100, Huntsville, AL 35805 • 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
Lpl Financial, Llc Huntsville AL 04/2015 09/2018
Bridgeworth, Llc Huntsville AL 04/2015 11/2023
Savant Wealth Management Rockford IL 12/2023 Present
  • 04/2015 → 09/2018
    Lpl Financial, Llc
    Huntsville, AL
  • 04/2015 → 11/2023
    Bridgeworth, Llc
    Huntsville, AL
  • 12/2023 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2015-05-11 → 2024-03-19
    Bridgeworth Wealth Management
    Huntsville, AL
    Birmingham, AL
    Huntsville, AL
  • 2009-04-06 → 2015-05-11
    Osaic Fa, Inc.
    Huntsville, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-03
  • S66 Uniform Combined State Law Examination
    2009-04-03
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
TRUIST ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

ERIC TY KING
MARK ANTHONY RUSSELL
JOHN K WALTERS
TIMOTHY RANN ROBERTS
MATTHEW RICHARD BARNES
ROGER SAMUEL BARNES
LANCE CHRISTOPHER ERNEST
ROBERT WILSON MOORES

Other Offices

LPL FINANCIAL LLC · HUNTSVILLE, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Huntsville, AL
OSAIC WEALTH, INC. · HUNTSVILLE, AL
LPL FINANCIAL LLC · HUNTSVILLE, AL
RAYMOND JAMES & ASSOCIATES, INC. · HUNTSVILLE, AL
TRUIST ADVISORY SERVICES, INC. · HUNTSVILLE, AL
TRUIST ADVISORY SERVICES, INC. · HUNTSVILLE, AL
CETERA INVESTMENT ADVISERS LLC · HUNTSVILLE, AL

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