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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-04-03 |
Branch Locations
9108 N Kelley Avenue, Oklahoma City, OK 73131 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 06/2013 | 09/2017 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 08/2018 | 03/2022 |
| Transitioning From Move | Choctaw | OK | 09/2017 | 08/2018 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 03/2022 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
First Baptist Church of Choctaw, 2700 Main St, Choctaw, OK 73020 Finance Committee Member, We assist with general adminstrative, Financial, and budgeting needs of the church. Not investment related. 9/2025-Present. I spend approximately 2-3 hours a month typically on Sunday Afternoons on this OBA and 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-25 |
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