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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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Dallas | TX | 11/2014 | 11/2021 |
| Avantax Advisory Services | Dallas | TX | 01/2019 | 11/2021 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 11/2021 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-13 |
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