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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-09 |
Branch Locations
7373 Broadway Suite 400, San Antonio, TX 78209 • 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 |
|---|---|---|---|---|
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 04/2016 | 09/2019 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 09/2019 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
Ms. Carlton also serves on the San Antonio Estate Planner Council board, San Antonio, TX. This is an unpaid position involving one hour of Ms. Carlton's time per year, outside of business hours. This position began in 2025 and will be active for two years. Ms. Carlton also serves on the San Antonio Area Foundation board, San Antonio, TX. This is an unpaid position involving two hours of Ms. Carlton's time per quarter, inside of business hours. This position began in 2021.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-29 |
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