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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-21 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
101 25Th Street North, Suite 100, Birmingham, AL 35203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 06/2016 | 03/2019 |
| Securian Financial Services | St. Paul | MN | 06/2016 | 03/2019 |
| Wealth Management Group Llc | Birmingham | AL | 06/2016 | 03/2019 |
| Proequities, Inc. | Birmingham | AL | 09/2019 | 02/2025 |
| Birmingham Braves | Birmingham | AL | 04/2019 | 08/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2025 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 02/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 02/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 02/2025 | Present |
| Savant Wealth Management | Rockford | IL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-10 |
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