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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-03 |
Branch Locations
8080 N. Central Expressway Suite 1085, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 03/2018 | 01/2020 |
| Kpmg, Llp | Dallas | TX | 10/2014 | 03/2018 |
| Drillworx Directional Drilling | Choctaw | OK | 01/2013 | Present |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 01/2020 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
Drillworx Directional Drilling, LLC 16533 SE 89th Street, Choctaw, OK 73020 - Family Owned Construction Company, Positions held: Advisor - 0 hours devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-17 |
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