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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-20 |
| OH | RA | APPROVED | 2023-04-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bhm Cpa Group, Inc. | Circleville | OH | 08/2011 | 02/2023 |
| Avantax Investment Services, Inc. | Circleville | OH | 03/2018 | 05/2021 |
| Caleb J Nickell Wealth Management | Circleville | OH | 01/2020 | 04/2023 |
| Lpl Financial Llc | Circleville | OH | 05/2021 | 04/2023 |
| Edward Jones | St Louis | MO | 04/2023 | Present |
NICKELL HOLDINGS LLC Type: COMMERCIAL REAL ESTATE Date: 07/07/21 Title: OWNER Trad Hrs: 0 Tot Hrs: 1 Desc: This is my personal real estate investments. The activity is solely passive investing. City-State: CHILLICOTHE OH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-16 |
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