Alexander Chance Berney

Current Employers

Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2026-04-15

OK RA
APPROVED

Since 2026-04-15

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

9108 N. Kelley Avenue, Oklahoma City, OK 73131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tradehome Shoes	Oklahoma City	OK	04/2014	12/2016
Norman North High School	Norman	OK	01/2016	05/2018
Kirkpatrick Foundation	Oklahoma City	OK	03/2017	12/2020
Kirkpatrick Bank	Edmond	OK	01/2021	03/2024
Exencial Wealth Advisors, Llc	Oklahoma City	OK	03/2024	03/2025
Exencial Wealth Advisors, Llc	Oklahoma City	OK	03/2025	03/2026
Savant Wealth Management	Rockford	IL	04/2026	Present

04/2014 → 12/2016

Tradehome Shoes

Oklahoma City, OK
01/2016 → 05/2018

Norman North High School

Norman, OK
03/2017 → 12/2020

Kirkpatrick Foundation

Oklahoma City, OK
01/2021 → 03/2024

Kirkpatrick Bank

Edmond, OK
03/2024 → 03/2025

Exencial Wealth Advisors, Llc

Oklahoma City, OK
03/2025 → 03/2026

Exencial Wealth Advisors, Llc

Oklahoma City, OK
04/2026 → Present

Savant Wealth Management

Rockford, IL

Previous Registrations

2024-10-14 → 2026-04-30

Exencial Wealth Advisors

Oklahoma City, OK

Other Businesses

Petaluma Capital, LLC, 2901 Kite Tail Crossing, Edmond OK 73013 - rental property management. 2024-Present. Non-investment related. Approximately spends 3 hours per month - 0 hours during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-14

S65 Uniform Investment Adviser Law Examination

2024-10-14

Other Names

Alex Berney

View on SEC IAPD