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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-12
NC RA APPROVED 2026-04-30
OK RA APPROVED 2026-04-03
  • MA RA
    APPROVED
    Since 2026-05-12
  • NC RA
    APPROVED
    Since 2026-04-30
  • OK RA
    APPROVED
    Since 2026-04-03

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

13801 Reese Boulevard Suite 155, Huntersville, NC 28078 • 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, 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
  • 08/2020 → 03/2026
    Exencial Wealth Advisors, Llc
    Oklahoma City, OK
  • 03/1997 → 11/2016
    Putnam Investments
    Boston, MA
  • 01/2017 → 11/2018
    Westwood Global
    Boston, MA
  • 12/2018 → 07/2020
    Extended Family Leave
    Falmouth, MA
  • 04/2026 → Present
    Rockford, IL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-04-28
  • S63 Uniform Securities Agent State Law Examination
    1995-04-28
Designations

View on SEC IAPD

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