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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-11-09 |
Branch Locations
1730 Park Street Suite 100, Naperville, IL 60563 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Wheaton | IL | 01/2012 | 11/2020 |
| Tiaa | Wheaton | IL | 01/2012 | 11/2020 |
| Savant Wealth Management | Rockford | IL | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-01 |
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