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Advisor at SAVANT WEALTH MANAGEMENT
Atlanta, GA | ROCKFORD, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Independent wealth | Feb 27, 2023 | n/a | yes | ROCKFORD, IL|Atlanta, GA | Current employment |
| CAPITAL DIRECTIONS LLC | Former SEC adviser | Aug 17, 2022 | Apr 25, 2023 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL DIRECTIONS LLC | SAVANT WEALTH MANAGEMENT | Apr 25, 2023 | Feb 27, 2023 | -57 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109762:107271:GA:2023-04-25 | Apr 25, 2023 | Feb 27, 2023 | ATLANTA, GA | Firm change after gap |