Derrick Anthony Longo

Current Employers

Employment History

• 04/2014 → 10/2016
  Wells Fargo Bank, Na
  Ansonia, CT
• 04/2014 → 10/2016
  Wells Fargo Advisors, Llc
  Ansonia, CT
• 10/2016 → 11/2020
  Intercarolina Financial Services, Inc.
  Greensboro, NC
• 10/2016 → 11/2020
  Mpay
  Huntersville, NC
• 11/2020 → 10/2024
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 10/2024 → 03/2026
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 02/2025 → Present
  Burns Wealth Management
  Oklahoma City, OK
• 04/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2020-11-25 → 2026-04-29
  Exencial Wealth Advisors
  Huntersville, NC
  Oklahoma City, OK
• 2016-11-01 → 2020-11-06
  Intercarolina Financial Services, Inc.
  Huntersville, NC
  Greensboro, NC
• 2014-07-31 → 2016-10-27
  Wells Fargo Clearing Services, Llc
  Ansonia, CT
  Purchase, NY
  Charlotte, NC
  Charlotte, NC

Other Businesses

Derrick owns the following rental properties. 1107/1109 Lane Street Kannapolis NC 28083 - Purchased 11/2019 526 Carolyn Ave Kannapolis NC 28083 - Purchased 08/2021 1102 Lane Street Kannapolis NC 28083 - Purchased 07/2022 1008 Mable Ave, Kannapolis NC 28083 - Purchased 2/2023 1102 Lane Street Kannapolis NC 28269 - Purchased 1/2024 Derrick typically spends about 10 hours a month, outside of business hours, in maintenance on the properties. He receives compensation through his ownership of the rental properties. This compensation accounts for approximately 25% of his annual income. Burns Wealth Management: Consultant, 2025 to Present. Mr. Longo is a consultant for Burns Wealth Management where he spends approximately 1% of his time performing services for Burns Wealth Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-29
• S63 Uniform Securities Agent State Law Examination
  2014-01-30