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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-11 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
3655 Route 202 Suite 140, Doylestown, PA 18902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Doylestown | PA | 01/2024 | 05/2025 |
| Analysis Prime | Philadelphia | PA | 06/2022 | 01/2024 |
| Bny Mellon | Wilmington | DE | 07/2016 | 06/2022 |
| Savant Wealth Management | Doylestown | PA | 06/2025 | Present |
Real Estate Agent License at Compass Not investment related January 2022 5 hours a week, zero during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-11 |
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