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Advisor at SAVANT WEALTH MANAGEMENT
Huntersville, NC | 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 29, 2026 | n/a | yes | Huntersville, NC|ROCKFORD, IL | Current employment |
| EXENCIAL WEALTH ADVISORS | Former SEC adviser | Jun 9, 2020 | Apr 29, 2026 | no | Huntersville, NC|OKLAHOMA CITY, OK | Previous registration |
| WILLINGDON WEALTH MANAGEMENT LLC | Former SEC adviser | May 15, 2018 | Jul 10, 2020 | no | HUNTERSVILLE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EXENCIAL WEALTH ADVISORS | SAVANT WEALTH MANAGEMENT | Apr 29, 2026 | Apr 29, 2026 | 0 | Bulk transfer | RIA to RIA |
| WILLINGDON WEALTH MANAGEMENT LLC | EXENCIAL WEALTH ADVISORS | Jul 10, 2020 | Jun 9, 2020 | -31 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 129613:130475:NC:2020-07-10 | Jul 10, 2020 | Jun 9, 2020 | HUNTERSVILLE, NC | Firm change after gap |