Chief Compliance Officer and Chief Operations Officer

0001221073-14-000083.txt : 20141112 0001221073-14-000083.hdr.sgml : 20141111 20141112091342 ACCESSION NUMBER: 0001221073-14-000083 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141112 DATE AS OF CHANGE: 20141112 EFFECTIVENESS DATE: 20141112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Burns Wealth Management, Inc. CENTRAL INDEX KEY: 0001576151 IRS NUMBER: 113663563 STATE OF INCORPORATION: OK FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15490 FILM NUMBER: 141211583 BUSINESS ADDRESS: STREET 1: 9108 N. KELLEY AVE. CITY: OKLAHOMA CITY STATE: OK ZIP: 73131 BUSINESS PHONE: 405-478-1971 MAIL ADDRESS: STREET 1: 9108 N. KELLEY AVE. CITY: OKLAHOMA CITY STATE: OK ZIP: 73131 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001576151 XXXXXXXX 09-30-2014 09-30-2014 Burns Wealth Management, Inc.

9108 N. KELLEY AVE. OKLAHOMA CITY OK 73131

13F HOLDINGS REPORT 028-15490 Y BURNS WEALTH MANAGEMENT, INC. DOES BUSINESS AS EXENCIAL WEALTH ADVISORS Joy L. Parduhn Chief Compliance Officer and Chief Operations Officer 405-478-1971 /s/ Joy L. Parduhn OKLAHOMA CITY OK 11-10-2014 0 145 226646 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y101289220412SHSOLE 2041200ABBOTT LABSCOM002824100205149327SHSOLE 4932700ABBVIE INCCOM00287Y109188232582SHSOLE 3258200ALTRIA GROUP INCCOM02209S103225649102SHSOLE 4910200AMGEN INCCOM0311621002852028SHSOLE 202800ANSYS INCCOM03662Q105193325548SHSOLE 2554800APACHE CORPCOM037411105209622331SHSOLE 2233100APPLE INCCOM037833100747574195SHSOLE 7419500ATMOS ENERGY CORPCOM04956010591019078SHSOLE 1907800B & G FOODS INC NEWCOM05508R1062448849SHSOLE 884900BANK AMER CORPCOM06050510455432520SHSOLE 3252000BLACKROCK INCCOM09247X101536516339SHSOLE 1633900BRISTOL MYERS SQUIBB COCOM11012210852010169SHSOLE 1016900CARDINAL HEALTH INCCOM14149Y1085247000SHSOLE 700000CATERPILLAR INC DELCOM149123101297730059SHSOLE 3005900CHECK POINT SOFTWARE TECH LTORDM22465104135219523SHSOLE 1952300CHESAPEAKE ENERGY CORPCOM165167107119952133SHSOLE 5213300CHEVRON CORP 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