James Curry Nicholson

Current Employers

Employment History

• 03/2016 → Present
  Silver Oak Securities Inc
  Jackson, TN
• 02/2016 → Present
  Capital Wealth Management Llc
  Louisville, KY
• 02/2016 → Present
  Magnate Wealth Management Llc
  Louisville, KY
• 11/2008 → Present
  Nicholson Financial, Llc
  Louisville, KY

Previous Registrations

• 2007-07-18 → 2016-01-12
  Lpl Financial Llc
  Louisville, KY
  Louisville, KY

Other Businesses

1. Magnate Wealth Management, LLC, start date 02/01/2016, Louisville, Ky, DBA for Magnate Advisory Services, LLC. and Silver Oak Securities, Inc. Also, a licensed insurance agency selling Non-Variable Insurance (Fixed Annuities, Equity Indexed Annuities, Life Insurance, Long term care and disability income), Managing Partner, 40 hours spent a month and during trading hours, investment related. 2. Mike Brooks & Associates, is investment related, DBA for Magnate Advisory Services, LLC. and Silver Oak Securities, Inc. Investment Management / Financial Planning, Financial Advisor, start date 10/14/2022, 40 hours per month, 40 hours per month during trading hours, Fee Based Compensation, Financial Planning / Investment Management. 3. Capital Wealth Management, LLC start date 02/01/2016, Louisville, KY. A licensed insurance agent selling Non-Variable Insurance (Fixed Annuities, Equity Indexed Annuities, Life Insurance, Long term care and disability income), 10 hours per month, title; agent, investment related. 4. Nicholson Financial, LLC, start date 11/01/2008, Louisville, KY, entity for business expenses and contract management, 1 hour per month after trading hours, not investment related. 5. Registered Representative, Silver Oak Securities, Inc., 400 Blankenbaker Pkwy, Ste. 100, Louisville, KY 40243, investment related, start date of March, 2016, approximate number of hours per month 80 plus including during market hours, duties include acting as a registered representative, selling and servicing approved securities products. 6. Oxford Rhine, is not investment related, Real Estate Sales Agent, start date 08/13/2021,1 hours per month, 0 hours per month during trading hours, commission compensation, refer real estate transactions to Broker / Agents to receive referral commission for real estate transactions. 7. Uspiritus DBA Bellewood & Brooklawn, not investment related, 3121 Brooklawn Campus Drive, Louisville KY, 40218, Child welfare 501(c)(3), Officer/director, Vice Chairman of the Board, start date 01/10/2008, 2 hours per month, 2 hours during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-17

Designations

Other Names

• James C. Nicholson, Jr