Nicholas Ryan Kolesar

Current Employers

Employment History

• 08/2002 → Present
  Bank Of America, N.A.
  Phoenix, AZ
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ

Previous Registrations

• 2007-04-26 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Phoenix, AZ
  Phoenix, AZ
  Scottsdale, AZ

Other Businesses

FINANCIAL PLANNING ASSOC, DENVER, CO 80321; 1 HOUR ANNUALLY, PARTICIPANT, ORGANIZATION FOR PERSONAL FINANCIAL PLANNING EXPERTS IN US FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CENTRAL ARIZONA ESTATE PLANNING COUNSEL INVESTMENT RELATED: N ADDRESS OF BUSINESS: SCOTTSDALE, ARIZONA 85261 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 3/25/2013 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: A NOT FOR PROFIT PROFESSIONAL ASSOCIATION OF ESTATE PLANNERS, FINANCIL PLANNERS AND TAX PROFESSIONALS. I WAS ASKED TO SIT ON THE GOVERNING BOARD OF DIRECTORS FOR 3 YEARS I*85826 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: KOLESAR FAMILY HOLDINGS, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: MESA, ARIZONA 85206 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/15/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS WAS AN ENTITY ESTABLISHED FOR ESTATE PLANNING PURPOSES. IT IS NOT AN OPERAATING COMPANY, RATHER, WE TITLED OUR SECOND HOME IN PINETOP AZ IN THE NAME OF TEH LLC. THE LLC OWNERHSIP IS 100% THE NICHOLAS AND JENNIFER KOLESAR REVOCABLE TRUST I*118031 For profit or not for profit: Non-Profit Organization Name of outside business organization: Boys & Girls Club of Greater Scottsdale Investment related: N Address of business: Scottsdale, Arizona 85258 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 1/1/2019 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Governance, fiscal oversight, strategic planning, policy, advocacy This entity focuses on providing programs for children afterschool and on the weekends for low to moderate income communities. I*125379 For profit or not for profit: For-Profit Organization Name of outside business organization: Kolesar Investments, LLC Investment related: N Address of business: Scottsdale, Arizona 85260 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 8/30/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This entity was formed to hold a rental property in which we have not identified as of yet.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-13
• S63 Uniform Securities Agent State Law Examination
  2002-09-16

Other Names

• Nick R Kolesar
• Nick R Kolesar