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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-10 |
Branch Locations
545 Fifth Avenue Suite 1108, New York, NY 10017 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2012 | 05/2017 |
| Source Financial Advisors | New York | NY | 09/2012 | 12/2024 |
| Savant Wealth Management | Rockford | IL | 12/2024 | Present |
The Ideal School of Manhattan; not-investment related; 5 Hanover Square, New York, NY 10001; K-12+ school, Treasurer and Co-Founder of the school, began July 2005, 1 hour devoted per month 0 hours devoted during trading hours. Abilities First-NY, not-investment related; 167 Myers Corner Road, Wappingers Fall, NY 12590; 501c3 Non-Profit, Board Member, began October 2023, 2 hours devoted per month 0 hours devoted during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-25 |
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