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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-19 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
1869 Charter Lane Suite 302, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Rockford | IL | 05/2024 | Present |
| Champs Sports Bar And Grill | State College | PA | 05/2022 | 05/2024 |
| Charles Schwab | Austin | TX | 06/2023 | 08/2023 |
| Weis Markets | New Cumberland | PA | 10/2020 | 12/2020 |
| Giant | Camp Hill | PA | 03/2021 | 11/2021 |
| All Star Pizza | Mission Viejo | CA | 04/2018 | 01/2020 |
| Trabuco Hills High School | Mission Viejo | CA | 09/2016 | 06/2020 |
| Pennsylvania State University | State College | PA | 08/2020 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
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