Ami E. Black-mullins
Professional summary
Ami Elizabeth Black-mullins, who also goes by Ami Elizabeth Black, Ami Elizabeth Green, is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Oklahoma City, Oklahoma.
Ami is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ami has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ami Elizabeth Black-mullins's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 18, 2020 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 9108 N. Kelley Avenue, Oklahoma City, OK 73131Primary Firm SEC Registration
EXENCIAL WEALTH ADVISORS
CRD#: 130475 / SEC#: 801-62789
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/18/2020)
Current Firm
EXENCIAL WEALTH ADVISORS
CRD#: 130475 / SEC#: 801-62789
Contact information
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,357 |
| AUM (Assets Under Management) | $ 5,301,377,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/27/2024 | ||
| 11/20/2023 |
Red Flags
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