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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-02 |
Branch Locations
2286 N. State College Blvd., Fullerton, CA 92831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kemp Financial Management, Llc | Fullerton | CA | 04/2022 | 09/2024 |
| Independent Financial Group, Llc | San Diego | CA | 01/2019 | 04/2022 |
| Sagepoint Financial Advisors | Phoenix | AZ | 08/2016 | 01/2019 |
| Cha Cha's Latin Kitchen | Brea | CA | 08/2012 | 04/2021 |
| Savant Wealth Management | Rockford | IL | 10/2024 | Present |
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