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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-17 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
246 Goose Lane Suite 201, Guilford, CT 06473 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2018 | 11/2019 |
| House Whisperer's | Fairfield | CT | 01/2018 | 03/2018 |
| Unemployed | Trumbull | CT | 11/2017 | 01/2018 |
| Lockheed Martin | Stratford | CT | 01/2017 | 10/2017 |
| Fire American Tavern | Greenvile | NC | 09/2016 | 11/2016 |
| The Way | Greenville | NC | 08/2016 | 09/2016 |
| Unemployed | Trumbull | CT | 12/2019 | 06/2020 |
| Lpl Financial Llc | Trumbull | CT | 06/2020 | 09/2022 |
| Webster Bank | Trumbull | CT | 06/2020 | 09/2022 |
| Fidelity Investments Llc | New Haven | CT | 09/2022 | 03/2025 |
| Exencial Wealth Advisors Llc | Oklahoma City | OK | 03/2025 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-31 |
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