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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-23 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
100 S. Ashley Drive Suite 600, Tampa, FL 33602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Service, Llc | Mclean | VA | 10/2012 | 09/2016 |
| Charles Schwab & Co., Inc. | Huntersville | NC | 10/2016 | 04/2019 |
| Charles Schwab Bank | Huntersville | NC | 10/2016 | 04/2019 |
| Willingdon Wealth Management Llc | Huntersville | NC | 04/2019 | 07/2020 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 06/2020 | 03/2024 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 04/2024 | 03/2026 |
| Savant Wealth Managment | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-29 |
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