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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-12-26 |
Branch Locations
2315 E Empire St. Suite 2, Bloomington, IL 61704 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eq Financial Consultants, Inc. | Peoria | IL | 06/1976 | 12/2019 |
| The Equitable Life Assurance Society Of The United States | Peoria | IL | 06/1976 | 12/2019 |
| Evlico New York New York | Bloomington | IL | 06/1976 | 12/2019 |
| Axa Advisors, Llc | Newyork | NY | 06/1976 | 12/2019 |
| Valmark Securities, Inc. | Akron | OH | 06/2007 | 12/2019 |
| Valmark Advisers, Inc. | Akron | OH | 06/2007 | 12/2019 |
| Savant Capital Management | Rockford | IL | 10/2019 | 07/2020 |
| Kingston Wealth Management | Bloomington | IL | 06/1976 | 12/2019 |
| Savant Wealth Management | Rockford | IL | 07/2020 | 11/2024 |
| Savant Wealth Management | Rockford | IL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-01 |
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