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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-28 |
| IL | RA | APPROVED | 2023-08-28 |
Branch Locations
2211 York Road Suite 100, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huber Financial Advisors, Llc | Linclolnshire | IL | 09/2017 | 06/2019 |
| Huber Financial Advisors, Llc. | Lincolnshire | IL | 11/2015 | 09/2017 |
| Huber Financial Advisors, Llc. | Lincolnshire | IL | 06/2019 | 04/2020 |
| Savant Capital Management | Rockford | IL | 02/2020 | 07/2020 |
| Savant Wealth Management | Rockford | IL | 07/2020 | 07/2022 |
| Morgan Stanley Smith Barney Llc | Oak Brook | IL | 05/2023 | 08/2023 |
| Savant Wealth Management | Rockford | IL | 07/2022 | 05/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2023 | Present |
| Morgan Stanley Smith Barney Llc | Oak Brook | IL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-06 |
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