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Advisor at SAVANT WEALTH MANAGEMENT
Chicago, 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 | Sep 8, 2016 | n/a | yes | Chicago, IL|ROCKFORD, IL | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Apr 27, 2012 | Sep 13, 2016 | no | Winnetka, IL | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Dec 23, 2008 | Apr 20, 2012 | no | NORTHBROOK, IL | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Dec 23, 2008 | Apr 20, 2012 | no | Northbrook, IL | Previous registration |
| EDWARD JONES | National bd RIA | Feb 21, 2008 | Nov 13, 2008 | no | CHICAGO, IL|CHICAGO, IL|ST LOUIS, MO|CHICAGO, IL|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAVANT WEALTH MANAGEMENT | Sep 13, 2016 | Sep 8, 2016 | -5 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Apr 20, 2012 | Dec 23, 2008 | -1,214 | Channel change | Other |
| TD AMERITRADE, INC. | CHARLES SCHWAB & CO., INC. | Apr 20, 2012 | Apr 27, 2012 | 7 | Firm change | Other |
| EDWARD JONES | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Nov 13, 2008 | Dec 23, 2008 | 40 | Firm change | Other |