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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 | Oct 28, 2022 | n/a | yes | ROCKFORD, IL|LINCOLNSHIRE, IL | Current employment |
| ADDISON CLARK WEALTH MANAGEMENT, LLC | n/a | Apr 5, 2011 | Oct 10, 2022 | no | VERNON HILLS, IL | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Sep 30, 2010 | Apr 4, 2011 | no | WILMETTE, IL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | May 24, 2007 | Sep 28, 2010 | no | Northbrook, IL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | May 17, 2007 | no | RIVERWOODS, IL | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Feb 3, 2004 | Apr 2, 2007 | no | RIVERWOODS, IL|RIVERWOODS, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADDISON CLARK WEALTH MANAGEMENT, LLC | SAVANT WEALTH MANAGEMENT | Oct 10, 2022 | Oct 28, 2022 | 18 | Firm change | Other |
| CHASE INVESTMENT SERVICES CORP. | ADDISON CLARK WEALTH MANAGEMENT, LLC | Apr 4, 2011 | Apr 5, 2011 | 1 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | CHASE INVESTMENT SERVICES CORP. | Sep 28, 2010 | Sep 30, 2010 | 2 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | CHARLES SCHWAB & CO., INC. | May 17, 2007 | May 24, 2007 | 7 | Firm change | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |