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Advisor at SAVANT WEALTH MANAGEMENT
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 | Dec 21, 2022 | n/a | yes | ROCKFORD, IL | Current employment |
| CETERA PLANNING PARTNERS | Independent wealth | Aug 16, 2021 | Dec 14, 2022 | no | BRUNSWICK, OH|LEAWOOD, KS | Previous registration |
| GOLDEN RESERVE RETIREMENT, LLC | Independent wealth | Sep 13, 2020 | Aug 2, 2021 | no | DUBLIN, OH | Previous registration |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Mar 8, 2016 | Aug 7, 2020 | no | AKRON, OH|SANTA CLARA, CA | Previous registration |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | Former SEC adviser | Jul 13, 2015 | Dec 1, 2016 | no | AKRON, OH|OVERLAND PARK, KS | Previous registration |
| THE MUTUAL FUND STORE | Former SEC adviser | Nov 28, 2012 | Sep 4, 2015 | no | OVERLAND PARK, KS|AKRON, OH | Previous registration |
| UNITED ADVISORS AMERICA | Independent wealth | Jul 26, 2012 | Oct 12, 2012 | no | PROSPER, TX | Previous registration |
| SIGNATOR FINANCIAL SERVICES, INC. | Former SEC adviser | Jul 6, 2010 | Dec 31, 2010 | no | BRUNSWICK, OH|Bellevue, WA | Previous registration |
| INTEGRITY ALLIANCE, LLC | Bd affiliated wealth | Oct 22, 2008 | Feb 25, 2010 | no | BRUNSWICK, OH|Urbandale, IA|BRUNSWICK, OH | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 23, 2008 | Oct 28, 2008 | no | AKRON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA PLANNING PARTNERS | SAVANT WEALTH MANAGEMENT | Dec 14, 2022 | Dec 21, 2022 | 7 | Firm change | RIA to RIA |
| GOLDEN RESERVE RETIREMENT, LLC | CETERA PLANNING PARTNERS | Aug 2, 2021 | Aug 16, 2021 | 14 | Firm change | RIA to RIA |
| EDELMAN FINANCIAL ENGINES | GOLDEN RESERVE RETIREMENT, LLC | Aug 7, 2020 | Sep 13, 2020 | 37 | Firm change | RIA to RIA |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | EDELMAN FINANCIAL ENGINES | Dec 1, 2016 | Mar 8, 2016 | -268 | Bulk transfer | Other |
| THE MUTUAL FUND STORE | FINANCIAL ENGINES ADVISOR CENTER, LLC | Sep 4, 2015 | Jul 13, 2015 | -53 | Channel change | Other |
| UNITED ADVISORS AMERICA | THE MUTUAL FUND STORE | Oct 12, 2012 | Nov 28, 2012 | 47 | Firm change | Other |
| SIGNATOR FINANCIAL SERVICES, INC. | UNITED ADVISORS AMERICA | Dec 31, 2010 | Jul 26, 2012 | 573 | Firm change after gap | Other |
| INTEGRITY ALLIANCE, LLC | SIGNATOR FINANCIAL SERVICES, INC. | Feb 25, 2010 | Jul 6, 2010 | 131 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | INTEGRITY ALLIANCE, LLC | Oct 28, 2008 | Oct 22, 2008 | -6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 159157:109238:OH:2015-09-04 | Sep 4, 2015 | Jul 13, 2015 | AKRON, OH | Firm change after gap |