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Joshua John Podczervinski

Savant Wealth Management

Rockford, IL

Atlanta, GA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-04-20
NC RA APPROVED 2023-03-09
  • GA RA
    APPROVED
    Since 2023-04-20
  • NC RA
    APPROVED
    Since 2023-03-09

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

400 Northridge Road Suite 350, Atlanta, GA 30350 • 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
Wealthguard Advisory Group, Llc Alpharetta GA 11/2010 10/2018
Capital Directions, Llc Atlanta GA 12/2020 02/2023
Siok, Podczervinski, Williams And Associates Alpharetta GA 12/2012 09/2018
Savant Wealth Management Rockford IL 02/2023 Present
Joshua J. Podczervinski, Cpa, Pc Southport NC 01/2021 Present
Capital Directions, Llc Atlanta GA 10/2018 12/2020
  • 11/2010 → 10/2018
    Wealthguard Advisory Group, Llc
    Alpharetta, GA
  • 12/2020 → 02/2023
    Capital Directions, Llc
    Atlanta, GA
  • 12/2012 → 09/2018
    Siok, Podczervinski, Williams And Associates
    Alpharetta, GA
  • 02/2023 → Present
    Rockford, IL
  • 01/2021 → Present
    Joshua J. Podczervinski, Cpa, Pc
    Southport, NC
  • 10/2018 → 12/2020
    Capital Directions, Llc
    Atlanta, GA
Previous Registrations
  • 2018-10-19 → 2023-04-25
    Capital Directions Llc
    Alpharetta, GA
    Atlanta, GA
    Southport, NC
  • 2010-12-17 → 2018-10-03
    Wealthguard Advisory Group, Llc
    Alpharetta, GA
Other Businesses

JOSHUA J. PODCZERVINSKI, CPA, PC, NOT INVESTMENT RELATED, 4320 SOUTHPORT-SUPPLY RD SE STE 300, SOUTHPORT, NC 28461, ACCOUNTING and CPA, OWNER/SOLE SHAREHOLDER, 01/2021, APPROXIMATELY 80 HOURS PER MONTH DURING SECURITY TRADING HOURS, ACCOUNTING AND BOOKKEEPING SERVICES

Designations

View on SEC IAPD

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