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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-10-31 |
Branch Locations
2225 Mormon Trek Boulevard, Iowa City, IA 52246 • 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 |
|---|---|---|---|---|
| Savant Wealth Management | Rockford | IL | 10/2022 | 12/2024 |
| Terry Lockridge & Dunn Inc | Cedar Rapids | IA | 07/2000 | 09/2022 |
| Savant Wealth Management | Rockford | IL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-29 |
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