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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
190 Buckley Drive, Rockford, IL 61107 • United States
5601 Granite Parkway Suite 110, Plano, TX 75023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckinney Volkswagen | Mckinney | TX | 05/2017 | 08/2017 |
| Texas Am University | College Station | TX | 01/2016 | 06/2019 |
| Mos Irish Pub | College Station | TX | 06/2018 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2019 | 10/2020 |
| Northwestern Mutual Investment Services Llc | Dallas | TX | 12/2019 | 10/2020 |
| Td Ameritrade | Dallas | TX | 07/2021 | 01/2022 |
| Massmutual Life Insurance Company | Dallas | TX | 10/2020 | 07/2021 |
| E*Trade | Dallas | TX | 02/2022 | 01/2023 |
| Morgan Stanley | Dallas | TX | 01/2023 | 09/2023 |
| Morgan Stanley | Dallas | TX | 09/2023 | 11/2023 |
| Beacon Pointe Advisors, Llc | Plano | TX | 11/2023 | 11/2024 |
| Exencial Wealth Advisors Llc | Oklahoma City | OK | 11/2024 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-09 |
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