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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-12-04 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
101 25Th Street North Suite 100, Birmingham, AL 35203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Birmingham | AL | 09/2017 | 09/2020 |
| Massmutual Life Insurance Co | Birmingham | AL | 09/2017 | 09/2020 |
| Cahaba Wealth Management | Birmingham | AL | 05/2017 | 09/2017 |
| United States Marine Corps | Camp Pendleton | CA | 04/2013 | 05/2017 |
| Bridgeworth Wealth Management | Birmingham | AL | 08/2020 | 11/2023 |
| United States Marine Corps | Honolulu | HI | 04/2017 | Present |
| Savant Wealth Management | Rockford | IL | 12/2023 | Present |
Edward Franklin Thomas; Not Investment related;4 Elrod Rd Aiea, HI 96701; Nature: United States Marine Corps; Position: Commissioned Marine Officer; Start date: 4/22/2017; HR/MO: 48-72; HR/MO during securities trading: 6; Describe duties: Current Operations planning for Marine Corps Forces throughout the Pacific Theater.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-09 |
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