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.

Current firm

SAVANT WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 8, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Oct 8, 1996

First registration

Oct 22, 1996

Dual registered

no

Other names

PATTI LANE BOATWRIGHT|PATTI BLACK

IAPD individual key

2814232

• Occurred

  Mar 19, 2024
  Advisor changed firm

  Patti Boatwright Black left Bridgeworth Wealth Management for Savant Wealth Management (registered 2023-12-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9f495982-a2d3-6a64-5f9a-4f0febe0ab72

First observed

Oct 22, 1996

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.