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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-18 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
100 N. Westlake Boulevard, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Exencial Wealth Advisors | Westlake Village | CA | 11/2023 | 04/2026 |
| Solar Energy Partners | Ventura | CA | 04/2022 | 11/2023 |
| The Agricultural Gas Company | Ventura | CA | 01/2005 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-17 |
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