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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-09 |
Branch Locations
100 N. Westlake Boulevard Suite 203, West Lake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 05/2019 |
| Bank Of America Home Loans | Brea | CA | 09/2012 | 10/2016 |
| Onewest Bank | Pasadena | CA | 10/2016 | 09/2017 |
| Network Capital Funding Corporation | Irvine | CA | 10/2017 | 10/2017 |
| Unemployed | Azusa | CA | 10/2017 | 01/2018 |
| Pruco Securities, Llc. | City Of Industry | CA | 07/2019 | 05/2022 |
| Unemployed | Azusa | CA | 05/2019 | 07/2019 |
| Prudential Insurance Company Of America | City Of Industry | CA | 07/2019 | 05/2022 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 06/2022 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-29 |
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