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Inactive

Adin W Ocasio

Savant Wealth Management

St. Charles, IL

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 2023-03-15
  • IL RA
    APPROVED
    Since 2023-03-15

Branch Locations

555 South Randall Road Suite 100, St. Charles, IL 60174 • United States

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 Wealth Management Rockford IL 01/2023 04/2024
Wilbur Wright College Chicago IL 08/2018 05/2020
Illinois State University Normal IL 08/2020 12/2022
Vermillion Financial Advisors South Barrington IL 05/2021 08/2022
Greater Chicago Transit Des Plaines IL 05/2019 01/2023
Kmart Des Plaines IL 11/2016 03/2017
Fiesta Market Mount Prospect IL 06/2017 08/2017
Mariano's Des Plaines IL 11/2017 08/2018
United Parcel Service Addison IL 10/2018 03/2019
Amazon Wood Dale/Chicago IL 05/2020 01/2021
Maine West High School Des Plaines IL 08/2014 05/2018
Savant Wealth Management Rockford IL 04/2024 Present
  • 01/2023 → 04/2024
    Savant Wealth Management
    Rockford, IL
  • 08/2018 → 05/2020
    Wilbur Wright College
    Chicago, IL
  • 08/2020 → 12/2022
    Illinois State University
    Normal, IL
  • 05/2021 → 08/2022
    Vermillion Financial Advisors
    South Barrington, IL
  • 05/2019 → 01/2023
    Greater Chicago Transit
    Des Plaines, IL
  • 11/2016 → 03/2017
    Kmart
    Des Plaines, IL
  • 06/2017 → 08/2017
    Fiesta Market
    Mount Prospect, IL
  • 11/2017 → 08/2018
    Mariano's
    Des Plaines, IL
  • 10/2018 → 03/2019
    United Parcel Service
    Addison, IL
  • 05/2020 → 01/2021
    Amazon
    Wood Dale/Chicago, IL
  • 08/2014 → 05/2018
    Maine West High School
    Des Plaines, IL
  • 04/2024 → Present
    Savant Wealth Management
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-11
  • S65 Uniform Investment Adviser Law Examination
    2023-03-11
Designations

View on SEC IAPD

Other Firms

FIRST WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
HARBOUR INVESTMENTS, INC.
EDWARD JONES
STRATITECH CONSULTING, INC.
CANTLON FINANCIAL PLANNING LLC

Other Investors

CHRISTOPHER DAVID DELARME
Chad M Frantesl
STEVEN JAMES BERGMANN
MICHAEL FRANTESL
STEPHEN WILLIAM COGGER
JAMES HENRY COX
JOSHUA M WESTERFIELD
SCOTT WELLING

Other Offices

FIRST WEALTH ADVISORY, INC. · ST. CHARLES, IL
LPL FINANCIAL LLC · ST. CHARLES, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ST CHARLES, IL
LPL FINANCIAL LLC · ST. CHARLES, IL
OSAIC WEALTH, INC. · ST CHARLES, IL
HARBOUR INVESTMENTS, INC. · St. Charles, IL
EDWARD JONES · Campton Hills, IL
STRATITECH CONSULTING, INC. · SAINT CHARLES, IL

More in St. Charles, IL

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