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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Threadneedle Investments | Charlotte | NC | 04/2006 | 09/2017 |
| Unemployed | Davidson | NC | 10/2017 | 04/2018 |
| Willingdon Wealth Management, Llc | Huntersville | NC | 05/2018 | 07/2020 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 06/2020 | 03/2026 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 01/2022 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-30 |
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