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Advisor at SAVANT WEALTH MANAGEMENT
Birmingham, AL | 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 | Dec 4, 2023 | n/a | yes | ROCKFORD, IL|Birmingham, AL | Current employment |
| BRIDGEWORTH WEALTH MANAGEMENT | Former SEC adviser | Sep 1, 2021 | Mar 19, 2024 | no | BIRMINGHAM, AL | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Feb 6, 2018 | Sep 1, 2020 | no | Birmingham, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIDGEWORTH WEALTH MANAGEMENT | SAVANT WEALTH MANAGEMENT | Mar 19, 2024 | Dec 4, 2023 | -106 | Firm change after gap | RIA to RIA |
| MML INVESTORS SERVICES, LLC | BRIDGEWORTH WEALTH MANAGEMENT | Sep 1, 2020 | Sep 1, 2021 | 365 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164100:107271:AL:2024-03-19 | Mar 19, 2024 | Dec 4, 2023 | BIRMINGHAM, AL | Firm change after gap |