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Advisor at SAVANT WEALTH MANAGEMENT
Plano, TX | ROCKFORD, IL
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 26, 2025 | Apr 30, 2026 | no | Plano, TX|OKLAHOMA CITY, OK | 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 |