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1120 Ave Of The Americas 13Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-15 |
| PA | RA | APPROVED | 2025-09-15 |
Branch Locations
1120 Ave Of The Americas 13Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Chicago | IL | 06/2023 | 08/2025 |
| Collaborative Capital Advisors | New York | NY | 08/2025 | Present |
| University Of Wisconsin - Madison | Milwaukee | WI | 09/2019 | 05/2023 |
| Student | Milwaukee | WI | 06/2001 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-22 |
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