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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-12 |
| NC | RA | APPROVED | 2026-04-30 |
| OK | RA | APPROVED | 2026-04-03 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
13801 Reese Boulevard Suite 155, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 08/2020 | 03/2026 |
| Putnam Investments | Boston | MA | 03/1997 | 11/2016 |
| Westwood Global | Boston | MA | 01/2017 | 11/2018 |
| Extended Family Leave | Falmouth | MA | 12/2018 | 07/2020 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-28 |
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