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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-11-04
  • IN RA
    APPROVED
    Since 2025-11-04

Branch Locations

8350 S Emerson Ave # 140, Indianapolis, IN 46237 • 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
Nationwide Investment Services Corporation Columbus OH 12/2014 02/2025
Lji Wealth Management, Llc Indianapolis IN 04/2025 09/2025
Savant Wealth Management Rockford IL 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-04
S63 Uniform Securities Agent State Law Examination 2009-08-17
  • S65 Uniform Investment Adviser Law Examination
    2011-10-04
  • S63 Uniform Securities Agent State Law Examination
    2009-08-17
Designations

View on SEC IAPD

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