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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 |
|---|---|---|---|---|
| Bush O'DOnnell Investment Advisors, Inc. | St. Louis | MO | 02/1998 | 08/2017 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 08/2017 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
GJB Investments, LP. Investment related partnership. 4204 Stanhope St., Dallas TX 75205. General Partner. Started 2004. Roughly 10 hrs/month. Manage investments and partner communications.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-29 |
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