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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
4101 Parkstone Heights Drvie Suite 210, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Electric Power Research Institute | Palo Alto | CA | 10/2010 | 01/2022 |
| Weinheimer Wealth Management | Austin | TX | 01/2022 | 11/2023 |
| Exencial Wealth Advisors Llc | Oklahoma City | OK | 11/2023 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-25 |
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