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Bryan Adam Rentschler
BRYAN A RENTSCHLER, Bryan Rentschler
CRD#: 5305878
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Investment Adviser
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Previous Broker
EXENCIAL WEALTH ADVISORSCRD#: 130475 100 N. Westlake Blvd
Suite 203
Westlake Village, CA 91362
Registration History
20082010201220142016201820202022202420262 FIRMS2018 - 2019 (1 year)2 FIRMS2019 - 2022 (2 years)IAEXENCIAL WEALTH ADVISORS (CRD# 130475)2022 - Present (2 years)BPFS INVESTMENTS INC. (CRD# 10111)2007 - 2008 (1 year)
License(s)

State Registrations

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California 6/23/2022

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Oklahoma 6/23/2022

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Connecticut 6/23/2022

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Pennsylvania 10/17/2023

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Florida 1/8/2024

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Texas 6/23/2022

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North Carolina 7/7/2022

Current Registration(s)
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EXENCIAL WEALTH ADVISORS (CRD#:130475)
100 N. Westlake Blvd Suite 203, Westlake Village, CA 91362
Registered with this firm since 6/23/2022

Previous Registration(s)
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07/11/2019 - 06/15/2022 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) CITY OF INDUSTRY, CA
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07/11/2019 - 06/15/2022 PRUCO SECURITIES, LLC. (CRD#:5685) CITY OF INDUSTRY, CA
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04/10/2018 - 05/09/2019 EDWARD JONES (CRD#:250) GLENDORA, CA
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03/07/2018 - 05/09/2019 EDWARD JONES (CRD#:250) GLENDORA, CA
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05/21/2007 - 10/24/2008 PFS INVESTMENTS INC. (CRD#:10111) DULUTH, GA
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.