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Advisor at SAVANT WEALTH MANAGEMENT
ROCKFORD, IL | Plano, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Independent wealth | Apr 3, 2026 | n/a | yes | ROCKFORD, IL|Plano, TX | Current employment |
| EXENCIAL WEALTH ADVISORS | Former SEC adviser | Nov 18, 2021 | Apr 30, 2026 | no | Dallas, TX|OKLAHOMA CITY, OK|Plano, TX|Plano, TX | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Jan 9, 2019 | Nov 23, 2021 | no | Irving, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EXENCIAL WEALTH ADVISORS | SAVANT WEALTH MANAGEMENT | Apr 30, 2026 | Apr 3, 2026 | -27 | Bulk transfer | RIA to RIA |
| AVANTAX ADVISORY SERVICES | EXENCIAL WEALTH ADVISORS | Nov 23, 2021 | Nov 18, 2021 | -5 | Firm change | Ibd to RIA |