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Advisor at SAVANT WEALTH MANAGEMENT
Atlanta, GA | 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 | Mar 23, 2023 | n/a | yes | Atlanta, GA|ROCKFORD, IL | Current employment |
| FOCUS ADVISOR SOLUTIONS, LLC | Independent wealth | Aug 30, 2013 | Oct 8, 2014 | no | ATLANTA, GA|ST. LOUIS, MO | Previous registration |
| CAPITAL DIRECTIONS LLC | Former SEC adviser | Mar 27, 2003 | Apr 25, 2023 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL DIRECTIONS LLC | FOCUS ADVISOR SOLUTIONS, LLC | Apr 25, 2023 | Aug 30, 2013 | -3,525 | Firm change after gap | Other |
| FOCUS ADVISOR SOLUTIONS, LLC | SAVANT WEALTH MANAGEMENT | Oct 8, 2014 | Mar 23, 2023 | 3,088 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109762:143319:GA:2023-04-25 | Apr 25, 2023 | Aug 30, 2013 | ATLANTA, GA | Firm change after gap |