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Advisor at SAVANT WEALTH MANAGEMENT
Los Gatos, CA | 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 | Aug 1, 2025 | n/a | yes | ROCKFORD, IL|Los Gatos, CA | Current employment |
| PARKWORTH WEALTH MANAGEMENT, INC. | Former SEC adviser | Jul 25, 2018 | Sep 5, 2025 | no | LOS GATOS, CA|San Jose, CA|New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARKWORTH WEALTH MANAGEMENT, INC. | SAVANT WEALTH MANAGEMENT | Sep 5, 2025 | Aug 1, 2025 | -35 | Firm change after gap | RIA to RIA |