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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-11
  • FL RA
    APPROVED
    Since 2024-04-11

Branch Locations

1300 Highway A1A Suite 103, Satellite Beach, FL 32937 • 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
Schneider Financial Group Satellite Beach FL 01/2014 07/2017
Woodbury Financial Services Inc Satellite Beach FL 08/2015 07/2017
Savant Wealth Management Rockford IL 01/2024 Present
Firstwave Financial Satellite Beach FL 07/2017 12/2023
  • 01/2014 → 07/2017
    Schneider Financial Group
    Satellite Beach, FL
  • 08/2015 → 07/2017
    Woodbury Financial Services Inc
    Satellite Beach, FL
  • 01/2024 → Present
    Rockford, IL
  • 07/2017 → 12/2023
    Firstwave Financial
    Satellite Beach, FL
Previous Registrations
  • 2016-05-27 → 2017-07-06
    Woodbury Financial Services, Inc.
    Satellite Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-13
  • S66 Uniform Combined State Law Examination
    2016-05-13
Designations

View on SEC IAPD

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