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9108 N. Kelley Avenue, Oklahoma City, OK 73131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-11-16 |
| LA | RA | APPROVED | 2023-11-14 |
Branch Locations
9108 N. Kelley Avenue, Oklahoma City, OK 73131 • United States
4101 Parkstone Heights Drive Suite 210, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 05/2004 | 11/2023 |
| Weinheimer Wealth Management | Austin | TX | 06/2014 | 11/2023 |
| Ameritas Life Insurance Corp | Lincoln | NE | 04/2015 | 11/2023 |
| Mmw Services Llc | Austin | TX | 01/2016 | 12/2021 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 11/2023 |
| Exencial Wealth Advisors Llc | Oklahoma City | OK | 11/2023 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; same as residence; INV REL; create an entity to receive insurance commissions from various life and health insurance companies; owner/member; start date=01/2016; hrs/mo=160; trading hrs/mo=160; receive insurance commissions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-05 |
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