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Advisor at SAVANT WEALTH MANAGEMENT
Lincolnshire, IL | 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 | Mar 3, 2020 | n/a | yes | ROCKFORD, IL|Lincolnshire, IL | Current employment |
| HUBER FINANCIAL | Former SEC adviser | Jun 12, 2013 | Aug 2, 2020 | no | LINCOLNSHIRE, IL | Previous registration |
| HUBER FINANCIAL GROUP, LTD. | Former SEC adviser | Nov 7, 2005 | Sep 4, 2013 | no | LINCOLNSHIRE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HUBER FINANCIAL | SAVANT WEALTH MANAGEMENT | Aug 2, 2020 | Mar 3, 2020 | -152 | Firm change after gap | RIA to RIA |
| HUBER FINANCIAL GROUP, LTD. | HUBER FINANCIAL | Sep 4, 2013 | Jun 12, 2013 | -84 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153747:107271:IL:2020-08-02 | Aug 2, 2020 | Mar 3, 2020 | LINCOLNSHIRE, IL | Firm change after gap |