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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-07 |
Branch Locations
50 Donald B Dean Drive #1, South Portland, ME 04106 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
50 Donald B. Dean Drive Suite One, South Portland, ME 04106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2018-05-11 |
Branch Locations
50 Donald B. Dean Drive Suite One, South Portland, ME 04106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard Brothers Financial Advisors | South Portland | ME | 03/2015 | 06/2026 |
| Richard Brothers Securities | South Portland | ME | 04/2016 | 06/2026 |
| Savant Wealth Management | Rockford | IL | 07/2026 | Present |
Savant Wealth Management acquired the assets of Richard Brothers Financial Advisors, an SEC-registered investment adviser, effective 06/30/2026. Richard Brothers Financial Advisors will continue to operate during a transition period, during which Ms. Linscott will serve as an Operations Associate. Following the transition, the investment adviser registration of Richard Brothers Financial Advisors will be withdrawn. Greenough Church Edifice Association; 50 Wall Street, Portland ME; Not investment-related; Started 5/2025 ; Trustee and Treasurer; <4 Hours per month; Serve as a volunteer Trustee and Treasurer for a nonprofit organization, participate in board meetings to review finances and grant applications for church building repairs. Treasurer responsibilities including maintaining cash for grant distributions, requesting transfers between accounts, issuing grant checks, and serving as an authorized signer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-05 |
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