Inactive

Kaye Haverstock Tahiliani

Savant Wealth Management

Huntersville, NC

Claim This Profile

Current Employers

Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-04-29

NC RA
APPROVED

Since 2026-04-29

Branch Locations

13801 Reese Boulevard Suite 155, Huntersville, NC 28078 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tiaa	Charlotte	NC	06/2013	03/2017
Tiaa-Cref Individual & Institutional Services, Llc	Charlotte	NC	06/2013	03/2017
Willingdon Wealth Management	Huntersville	NC	03/2017	07/2020
Exencial Wealth Advisors, Llc	Oklahoma City	OK	06/2020	03/2026
Savant Wealth Management	Rockford	IL	04/2026	Present

06/2013 → 03/2017

Tiaa

Charlotte, NC
06/2013 → 03/2017

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC
03/2017 → 07/2020

Willingdon Wealth Management

Huntersville, NC
06/2020 → 03/2026

Exencial Wealth Advisors, Llc

Oklahoma City, OK
04/2026 → Present

Savant Wealth Management

Rockford, IL

Previous Registrations

2020-06-09 → 2026-04-29

Exencial Wealth Advisors

Huntersville, NC

Oklahoma City, OK
2017-03-07 → 2020-07-10

Willingdon Wealth Management Llc

Huntersville, NC
2013-06-26 → 2017-03-09

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC

Charlotte, NC
2008-01-15 → 2012-04-12

Ameriprise Financial Services, Llc

Charlotte, NC

Columbia, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-01-14

S66 Uniform Combined State Law Examination

2008-01-14

Other Names

Kaye Edwinna Haverstock

View on SEC IAPD

Other Firms

CORNERSTONE WEALTH

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AMERIPRISE FINANCIAL SERVICES, LLC

MML INVESTORS SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES & ASSOCIATES, INC.

FIFTH THIRD SECURITIES, INC.

Other Investors

ANDREW KELSEY SMITH

BRENDA HANCE PRESSLEY

RACHEL LEE POSNER

WHITNEY ANNE PAPPAS

Rodney Thomas Wendt

RICHARD GORDON FALLON

Robert William Benton

KARA Buteau KUNZ

Other Offices

CORNERSTONE WEALTH · HUNTERSVILLE, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hunterville, NC

CORNERSTONE WEALTH · Huntersville, NC

AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC

MML INVESTORS SERVICES, LLC · Huntersville, NC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC

More in Huntersville, NC

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor