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Investment Adviser Firm Summary

EXENCIAL WEALTH ADVISORS, LLC (CRD# 130475 / SEC# 801-62789)
Alternate Names: BURNS ADVISORY GROUP , BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP , BURNS WEALTH MANAGEMENT INC. , BURNS WEALTH MANAGEMENT, INC. , EXENCIAL WEALTH ADVISORS , EXENCIAL WEALTH ADVISORS, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 02/09/2004

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 03/29/2018
Arizona 04/01/2013
California 03/30/2012
Colorado 03/29/2018
Connecticut 02/21/2006
Florida 04/02/2012
Georgia 01/13/2016
Illinois 08/06/2015
Kansas 02/09/2004
Louisiana 08/06/2015
Massachusetts 04/01/2013
Missouri 10/30/2007
Nebraska 06/19/2017
New Hampshire 06/10/2010
New Jersey 04/23/2014
New York 04/01/2013
North Carolina 08/06/2015
Oklahoma 02/09/2004
Pennsylvania 11/24/2014
Rhode Island 03/29/2018
Texas 02/09/2004
Virginia 11/24/2014
Washington 04/01/2013

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser