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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-04 |
Branch Locations
8350 S Emerson Ave # 140, Indianapolis, IN 46237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-17 |
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