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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-07 |
| MA | RA | APPROVED | 2026-03-16 |
Branch Locations
600 Unicorn Park Drive Suite 203, Woburn, MA 02370 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Services, Llc | Westwood | MA | 04/2018 | 02/2026 |
| Wellington Management | Boston | MA | 07/2016 | 04/2018 |
| Northeastern University | Boston | MA | 08/2015 | 12/2017 |
| Savant Wealth Management | Rockford | IL | 02/2026 | Present |
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