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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-04-09
  • OK RA
    APPROVED
    Since 2026-04-09

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

9108 N Kelley Avenue, Oklahoma City, OK 73131 • 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
OrganizationCityStateFromTo
Exencial Wealth Advisors Oklahoma City OK 09/2024 03/2026
Forvis Mazars Oklahoma City OK 09/2021 09/2024
Love's Travel Stops Oklahoma City OK 06/2020 01/2021
Blusource School Supplies Guthrie OK 05/2019 12/2019
American Fidelity Oklahoma City OK 09/2018 12/2018
Oklahoma Christian University Edmond OK 08/2017 05/2021
Oklahoma Christian University Edmond OK 06/2017 08/2017
Not Applicable Edmond OK 05/2021 09/2021
Oklahoma Christian Academy High School Edmond OK 08/2014 05/2017
Savant Wealth Managment Rockford IL 04/2026 Present
  • 09/2024 → 03/2026
    Oklahoma City, OK
  • 09/2021 → 09/2024
    Forvis Mazars
    Oklahoma City, OK
  • 06/2020 → 01/2021
    Love's Travel Stops
    Oklahoma City, OK
  • 05/2019 → 12/2019
    Blusource School Supplies
    Guthrie, OK
  • 09/2018 → 12/2018
    American Fidelity
    Oklahoma City, OK
  • 08/2017 → 05/2021
    Oklahoma Christian University
    Edmond, OK
  • 06/2017 → 08/2017
    Oklahoma Christian University
    Edmond, OK
  • 05/2021 → 09/2021
    Not Applicable
    Edmond, OK
  • 08/2014 → 05/2017
    Oklahoma Christian Academy High School
    Edmond, OK
  • 04/2026 → Present
    Savant Wealth Managment
    Rockford, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-24
  • S65 Uniform Investment Adviser Law Examination
    2025-02-24

View on SEC IAPD

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