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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
Branch Locations
53 State Street Suite 3801, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Rockford | IL | 06/2025 | 12/2025 |
| Savant Wealth Management | Rockford | IL | 06/2024 | 08/2024 |
| Paradigm Consulting Inc. | Utica | NY | 06/2023 | 12/2023 |
| Hamilton College - Economics Department | Clinton | NY | 01/2023 | 05/2023 |
| Hamilton College | Clinton | NY | 08/2021 | 05/2025 |
| Gonzaga College High School | Washington, D.C. | DC | 08/2017 | 08/2021 |
| The Langley School | Mclean | VA | 08/2015 | 05/2017 |
| Alliancebernstein | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
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