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Advisor at SAVANT WEALTH MANAGEMENT
Dover, DE | 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 | Jul 28, 2023 | n/a | yes | Dover, DE|ROCKFORD, IL | Current employment |
| WEALTH MANAGEMENT GROUP | Former SEC adviser | Nov 7, 2001 | Aug 18, 2023 | no | DOVER, DE|DOVER, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH MANAGEMENT GROUP | SAVANT WEALTH MANAGEMENT | Aug 18, 2023 | Jul 28, 2023 | -21 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 113051:107271:DE:2023-08-18 | Aug 18, 2023 | Jul 28, 2023 | DOVER, DE | Firm change |