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Inactive

Nicholas Halver Helgeson

Pinkerton Wealth Partners

Coeur D'ALene, ID

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Current Employers
Pinkerton Wealth Partners

2000 John Loop, Coeur D'ALene, ID 83814 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2013-12-03
  • ID RA
    APPROVED
    Since 2013-12-03

Branch Locations

2000 John Loop, Coeur D'ALene, ID 83814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pinkerton Retirement Specialists, Llc Coeur D'ALene ID 06/2009 Present
Triad Advisors, Inc. Norcross GA 05/2016 Present
  • 06/2009 → Present
    Pinkerton Retirement Specialists, Llc
    Coeur D'ALene, ID
  • 05/2016 → Present
    Triad Advisors, Inc.
    Norcross, GA
Other Businesses

1)Pinkerton Retirement Specialists,LLC;investment related;2000 John Loop,Coeur D'Alene,ID 83814;dba;wealth advisor;05/2016;160 hrs/month;6.5 hrs during trading;registered rep 2)Pinkerton Retirement Specialists,LLC;investment related;2000 John Loop,Coeur D'Alene,ID 83814;RIA;wealth advisor;8/3/2011;120 hrs/month;investment advisor rep 3) Ronan Ventures, LLC E Commerce Business Since 01/2026 Owner and Operator Not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-12
S63 Uniform Securities Agent State Law Examination 2009-07-28
  • S65 Uniform Investment Adviser Law Examination
    2013-11-12
  • S63 Uniform Securities Agent State Law Examination
    2009-07-28
Designations

View on SEC IAPD

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