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Advisor at SAVANT WEALTH MANAGEMENT
Fullerton, 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 | Oct 1, 2024 | n/a | yes | Fullerton, CA|ROCKFORD, IL | Current employment |
| KEMP FINANCIAL MANAGEMENT, LLC | Former SEC adviser | May 23, 2019 | Oct 4, 2024 | no | FULLERTON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEMP FINANCIAL MANAGEMENT, LLC | SAVANT WEALTH MANAGEMENT | Oct 4, 2024 | Oct 1, 2024 | -3 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112127:107271:CA:2024-10-04 | Oct 4, 2024 | Oct 1, 2024 | FULLERTON, CA | Firm change |