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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-29 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
13801 Reese Boulevard Suite 155, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 04/2017 | 08/2020 |
| Dick's Sporting Goods | Charlotte | NC | 03/2017 | 04/2017 |
| Courier Express | Charlotte | NC | 05/2016 | 01/2017 |
| University Of North Carolina At Charlotte | Charlotte | NC | 01/2013 | 12/2016 |
| Wells Fargo Securities, Llc | Charlotte | NC | 08/2020 | 05/2021 |
| Wells Fargo Bank, N. A. | Charlotte | NC | 08/2020 | 05/2021 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 05/2021 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-01 |
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