Nicole Nguyen

Current Employers

Employment History

• 01/2012 → 09/2018
  Insurmark Inc
  Houston, TX
• 03/2020 → Present
  Virtue Capital Management, Llc
  Brentwood, TN
• 09/2018 → Present
  Meridian Financial Llc
  Houston, TX

Previous Registrations

• 2002-01-30 → 2003-09-09
  Equitable Advisors, Llc
  Houston, TX

Other Businesses

(1) MERIDIAN FINANCIAL GROUP , Title: OWNER/PRINCIPAL, Description: RECOMMENDS INSURANCE BASED PRODUCT , Start Date: 08-01-2018, Address: 11757 KATY FREEWAY SUITE 1300 HOUSTON TEXAS 77079 , Investment-related? NO, Hours per month: 140, During trading hours: 35 (2) RENTAL PROPERTY, Title: OWNER, Description: I RECENTLY PURCHASED A RENTAL PROPERTY IN FLORIDA WHICH WILL BE RENTED OUT AS A SHORT-TERM VACATION RENTAL. IT IS MANAGED BY A 3RD PARTY PROPERTY MANAGER., Start Date: 1/01/2023, Address: 16819 FRONT BEACH ROAD, #2410, PANAMA CITY BEACH, FL 32413, Investment-related? NO, Hours per month: 5, During trading hours: 0 (3) FISCALLY FIT (BOOK), Title: AUTHOR, Description: I HAVE RECENTLY PUBLISHED A BOOK, FISCALLY FIT. THE BOOK IS GENERIC AND EDUCATIONAL IN NATURE AND NO SPECIFIC STRATEGIES OR RECOMMENDATIONS ARE MENTIONED. THIS BOOK IS PUBLISHED AND MADE AVAILABLE THROUGH AMAZON. LINK: HTTPS://A.CO/D/BRQN7BY, Start Date: 7/01/2023, Address: N/A, Investment-related? NO, Hours per month: 1, During trading hours: 0 (4) QS HORIZONS LLC, Title: OWNER, Description: I AM THE OWNER OF QS HORIZONS LLC, THIS LLC WAS ESTABLISHED TO HOLD MY RENTAL PROPERTIES TO LIMIT MY PERSONAL LIABILITY. Start Date: 4/1/2024, Address: 11757 KATY FREEWAY, SUITE 1300, HOUSTON, TX 77079, Investment-related? NO, Hours per month: 1, During trading hours: 0 (5) REAL ESTATE; Title: REALTOR, Description: I HAVE RECENTLY OBTAINED A REAL ESTATE LICENSE. MOSTLY FOR THE PURPOSES OF HAVING ACCESS TO THE MLS FOR MARKET DATA AND COMPETITIVE ANALYSIS OF MY OWN RENTAL PROPERTIES. Start Date: 4/15/2024, Investment-related? NO, Hours per month: 1, During trading hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-30
• S66 Uniform Combined State Law Examination
  2002-01-07