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Inactive

Drake Robert Grindle

Savant Wealth Management

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-02-16
  • IL RA
    APPROVED
    Since 2018-02-16

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Savant Capital Management Rockford IL 12/2017 12/2018
Bdo Usa, Llp Chicago IL 10/2015 11/2017
Savant Capital Management Rockford IL 01/2019 07/2020
Savant Wealth Management Rockford IL 07/2020 Present
  • 12/2017 → 12/2018
    Savant Capital Management
    Rockford, IL
  • 10/2015 → 11/2017
    Bdo Usa, Llp
    Chicago, IL
  • 01/2019 → 07/2020
    Savant Capital Management
    Rockford, IL
  • 07/2020 → Present
    Savant Wealth Management
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-16
  • S65 Uniform Investment Adviser Law Examination
    2018-02-16
Designations

View on SEC IAPD

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Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

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