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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-29 |
| NY | RA | APPROVED | 2026-04-03 |
Branch Locations
13801 Reese Boulevard Suite 155, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | New York | NY | 11/2007 | 10/2017 |
| Invest Financial Corp | Tampa | FL | 10/2017 | 12/2017 |
| Investors Bank | New York | NY | 10/2017 | 10/2017 |
| Cetera Investment Advisers Llc | New York | NY | 12/2017 | 07/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 12/2017 | 07/2018 |
| Td Ameritrade | Jersey City | NJ | 07/2018 | 01/2021 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 01/2021 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
59 Pineapple Corporation Board Member 01/2013-Present Zero compensation and it is non-investment related. Duties are outside business of securities trading hours. The Board meets to address building upkeep, upcoming projects, and schedule Board Meetings. Brooklyn, NY 11201
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-05 |
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