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Advisor at SAVANT WEALTH MANAGEMENT
ROCKFORD, IL | Westwood, MA
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 | Mar 16, 2026 | n/a | yes | ROCKFORD, IL|Westwood, MA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Oct 4, 2001 | Jul 2, 2009 | no | Northborough, MA|NORWOOD, MA|STURBRIDGE, MA|NORWOOD, MA|NEWTON, MA|NORWOOD, MA|NORWOOD, MA|STONEHAM, MA | Previous registration |
| HERITAGE FINANCIAL SERVICES | Former SEC adviser | Sep 9, 2000 | Mar 19, 2026 | no | NORWOOD, MA|WESTWOOD, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HERITAGE FINANCIAL SERVICES | COMMONWEALTH FINANCIAL NETWORK | Mar 19, 2026 | Oct 4, 2001 | -8,932 | Firm change after gap | RIA to ibd |
| COMMONWEALTH FINANCIAL NETWORK | SAVANT WEALTH MANAGEMENT | Jul 2, 2009 | Mar 16, 2026 | 6,101 | Firm change after gap | Ibd to RIA |