| Entity Name: | EXENCIAL WEALTH ADVISORS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report past due |
| Date Formed: | 18 Jun 2018 (Companies founded in June 2018) |
| Business ALEI: | 1276642 |
| Annual report due: | 31 Mar 2024 |
| NAICS code: | 523920 - Portfolio Management |
| Business address: | 9108 N KELLEY AVE, OKLAHOMA CITY, OK, 73131, United States |
| Mailing address: | 9108 N KELLEY AVE, OKLAHOMA CITY, OK, United States, 73131 |
| Mailing jurisdiction address: | 9108 N KELLEY AVE, OKLAHOMA CITY, OK, 73131, |
| Place of Formation: | OKLAHOMA |
| E-Mail: | mark@tmjohnstoncopc.com |
| Name | Role |
|---|---|
| REGISTERED AGENT SOLUTIONS, INC. | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JOHN BURNS | Officer | 9108 N KELLEY AVE, OKLAHOMA CITY, OK, 73131, United States | 9 MORNING WOOD DRIVE, BEACON FALLS, CT, 06403, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0011231901 | 2023-03-31 | No data | Annual Report | Annual Report | No data |
| BF-0010274014 | 2022-03-31 | No data | Annual Report | Annual Report | 2022 |
| 0007277656 | 2021-03-31 | No data | Annual Report | Annual Report | 2020 |
| 0007277669 | 2021-03-31 | No data | Annual Report | Annual Report | 2021 |
| 0006908836 | 2020-05-22 | 2020-05-22 | Change of Agent | Agent Change | No data |
| 0006515507 | 2019-04-01 | No data | Annual Report | Annual Report | 2019 |
| 0006202824 | 2018-06-18 | 2018-06-18 | Business Registration | Certificate of Registration | No data |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
