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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-29 |
Branch Locations
13801 Reese Boulevard Suite 155, Huntersville, NC 28078 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willingdon Wealth Management Llc | Huntersville | NC | 12/2015 | 07/2020 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 06/2020 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
Mr. Brown has owned and served as property manager for single family home rental properties since 2/05. He conducts this business from his home address of 1529 Appaloosa Way, Gastonia, NC 28056. The business is non-investment related. He spends approximately 5% of his time on this business. Mr. Brown is a 50% owner of Cornerstone Property Management, LLC, located in Gastonia, NC. It is a rental real estate business and is non-investment related. Mr. Brown began this other business on August 1, 2007, and his title is Member/Manager. He spends approximately 5% of his time on this business. His duties consist of being a property manager for a rental property portfolio, consisting of single-family homes and duplexes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-01 |
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