DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SAVANT WEALTH MANAGEMENT
HUNTSVILLE, AL | 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 4, 2023 | n/a | yes | ROCKFORD, IL|HUNTSVILLE, AL | Current employment |
| BRIDGEWORTH WEALTH MANAGEMENT | Former SEC adviser | May 1, 2015 | Mar 20, 2024 | no | HUNTSVILLE, AL|BIRMINGHAM, AL|Huntsville, AL | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Apr 25, 2000 | May 11, 2015 | no | HUNTSVILLE, AL|HUNTSVILLE, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIDGEWORTH WEALTH MANAGEMENT | SAVANT WEALTH MANAGEMENT | Mar 20, 2024 | Dec 4, 2023 | -107 | Firm change after gap | Other |
| OSAIC FA, INC. | BRIDGEWORTH WEALTH MANAGEMENT | May 11, 2015 | May 1, 2015 | -10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164100:107271:AL:2024-03-19 | Mar 20, 2024 | Dec 4, 2023 | HUNTSVILLE, AL | Firm change after gap |
| 3978:164100:AL:2015-05-11 | May 11, 2015 | May 1, 2015 | HUNTSVILLE, AL | Firm change |