DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

David William Bregger

Savant Wealth Managementindependent RIAAustin, Tx IA-onlyIAPD 1277916

Certified Financial Planner

Feed of 09/15/2026

At current firm

0 y

since Apr 3, 2026

In the industry

42 y

since Jun 29, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Savant Wealth Management independent RIA current
since Apr 3, 2026 · Rockford, Il
Exencial Wealth Advisors former
Nov 14, 2023 to Apr 30, 2026 · Oklahoma City, Ok
Ameritas Advisory Services, LLC BD affiliated
Nov 1, 2021 to Nov 21, 2023 · Austin, Tx
Ameritas Advisory Services former
Sep 27, 2021 to Nov 1, 2021 · Austin, Tx
Cambridge Investment Research Advisors, Inc. BD affiliated
Mar 28, 2005 to Oct 13, 2021 · Austin, Tx
Cambridge Investment Research, Inc. unclassified
May 14, 2002 to Mar 28, 2005 · Austin, Tx

Moves

a registration end followed by a registration begin elsewhere

Exencial Wealth Advisors to Savant Wealth Management
left Apr 30, 2026, registered Apr 3, 2026 (-27 days) · corporate re-registration, not a move
Ameritas Advisory Services, LLC to Exencial Wealth Advisors
left Nov 21, 2023, registered Nov 14, 2023 (-7 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Ameritas Advisory Services to Ameritas Advisory Services, LLC
left Nov 1, 2021, registered Nov 1, 2021 (0 days) · corporate re-registration, not a move
Cambridge Investment Research Advisors, Inc. to Ameritas Advisory Services
left Oct 13, 2021, registered Sep 27, 2021 (-16 days) · Affiliated broker-dealer or bank to another
Cambridge Investment Research, Inc. to Cambridge Investment Research Advisors, Inc.
left Mar 28, 2005, registered Mar 28, 2005 (0 days) · corporate re-registration, not a move

Signals

David William Bregger left Ameritas Advisory Services, Llc for Exencial Wealth Advisors (registered 2023-11-14)
Nov 21, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 42derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address