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Jerry Peter Georgopoulos

Exencial Wealth Advisors

Dallas, TX

Oklahoma City, OK

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Current Employers
Exencial Wealth Advisors

9108 N. Kelley Avenue, Oklahoma City, OK 73131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-06-27
  • TX RA
    APPROVED
    Since 2014-06-27

Branch Locations

1845 Woodall Rodgers Freeway Suite 1050, Dallas, TX 75201 • United States

9108 N. Kelley Avenue, Oklahoma City, OK 73131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Exencial Wealth Advisors, Llc Oklahoma City OK 01/2018 Present
Exencial Wealth Advisors, Llc Oklahoma City OK 04/2014 12/2017
  • 01/2018 → Present
    Exencial Wealth Advisors, Llc
    Oklahoma City, OK
  • 04/2014 → 12/2017
    Exencial Wealth Advisors, Llc
    Oklahoma City, OK
Previous Registrations
  • 2005-08-03 → 2012-03-30
    Efg Corporation
    Dallas, TX
    Plano, TX
  • 2002-11-05 → 2003-02-04
    Kpmg Investment Advisors
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-15
S63 Uniform Securities Agent State Law Examination 1996-12-23
  • S65 Uniform Investment Adviser Law Examination
    2002-05-15
  • S63 Uniform Securities Agent State Law Examination
    1996-12-23

View on SEC IAPD

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