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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-19 |
Branch Locations
10900 Ne 8Th Street Suite 780, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Peoria | IL | 06/2024 | 06/2025 |
| Illinois State University | Normal | IL | 08/2022 | 05/2024 |
| Savant Wealth Management | Bloomington | IL | 06/2023 | 08/2023 |
| Illinois State University | Normal | IL | 10/2022 | 05/2023 |
| Edward Jones Investments | Mendota | IL | 06/2022 | 05/2023 |
| The First National Bank In Amboy | Amboy | IL | 09/2021 | 06/2022 |
| Advanced Crop Care Inc. | Sterling | IL | 05/2019 | 09/2021 |
| Woodhaven Association | Sublette | IL | 05/2018 | 09/2018 |
| Sauk Valley Community College | Dixon | IL | 06/2019 | 05/2022 |
| Amboy High School | Amboy | IL | 07/2017 | 05/2021 |
| Focus Partners Wealth, Llc | Clayton | MO | 07/2025 | Present |
| Amboy Junior High School | Amboy | IL | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-24 |
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