Best Investors
Account
Sign in
Best Investors
Account
Sign in
190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-04-10 |
| TX | RA | APPROVED | 2026-04-10 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
8080 N. Central Expressway Suite 1085, Dallas, TX 75206 • 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 |
|---|---|---|---|---|
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 01/2018 | 03/2026 |
| Burns Wealth Management, Inc. | Oklahoma City | OK | 01/2018 | 03/2026 |
| Exencial Wealth Advisors, Llc | Oklahoma City | OK | 04/2014 | 12/2017 |
| Burns Wealth Management, Inc. Dba Exencial Wealth Advisors | Oklahoma City | OK | 04/2014 | 12/2017 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
GB INVESTMENTS, LLC; NOT INVESTMENT-RELATED; 9108 N. Kelley Avenue, OKLAHOMA CITY, OK, 73131; COMMERCIAL OFFICE BUILDING; 50% MANAGING MEMBER; 50% OWNER SINCE INCEPTION DECEMBER 14, 2011; TIME DEVOTED IS APPROXIMATELY 1 HOUR PER MONTH. JFB HOLDINGS, LLC; INVESTMENT-RELATED; 9108 N. Kelley Avenue, OKLAHOMA CITY, OK 73131; SINGLE MEMBER LLC WHICH OWNS MINORITY WORKING INTEREST IN VARIOUS OIL AND GAS WELLS; HOLDS/OWNS PUBLICLY TRADED SECURITIES AND BONDS; INVESTOR IN OIL AND GAS INTERESTS AND MINORITY PARTNERSHIP INTEREST IN OILFIELD SERVICE COMPANY (SWIFTWATER ENERGY SERVICES, LLC.) TIME DEVOTED IS APPROXIMATELY 1 HOUR PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-22 |
Reach out to this advisor