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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-05-17 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
8401 Greenway Boulevard Suite 212, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Rockford | IL | 11/2022 | 12/2024 |
| Venture Hive | Miami | FL | 05/2022 | 11/2022 |
| The University Of Miami Herbert Business School - Uscale | Miami | FL | 01/2022 | 05/2022 |
| Vineyard Vines | Miami | FL | 11/2021 | 12/2021 |
| The University Of Miami Herbert Business School | Miami | FL | 08/2021 | 05/2022 |
| University Of Miami | Miami | FL | 08/2017 | 05/2021 |
| School For Advanced Studies - South | Miami | FL | 08/2015 | 06/2017 |
| Vineyard Vines | Miami | FL | 06/2020 | 09/2021 |
| Riviera Country Club | Miami | FL | 05/2017 | 04/2019 |
| Deering Bay Country Club | Miami | FL | 09/2019 | 11/2019 |
| Fairchild Botanical Garden | Miami | FL | 12/2016 | 05/2017 |
| Savant Wealth Management | Rockford | IL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-17 |
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