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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-28 |
Branch Locations
1300 Highway A1A Suite 103, Satellite Beach, FL 32937 • 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 |
|---|---|---|---|---|
| Firstwave Financial Inc(Formerly Cpa Wealth Management Services) | Satellite Beach | FL | 09/2002 | 12/2023 |
| Firstwave Financial Inc(Formerly Cpa Wealth Management Services) | Satellite Beach | FL | 01/2016 | 12/2023 |
| Savant Wealth Management | Rockford | IL | 01/2024 | 11/2024 |
| Savant Wealth Management | Rockford | IL | 11/2024 | Present |
Ms. Chiesman is the sole shareholder of Chiesman Holdings, LLC which she is an indirect owner of FirstWave Financial, Inc. Ms. Chiesman is a 50% owner in Sky to Sea Publishing. Ms. Chiesman is a co-owner in FirstWave Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-01 |
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