Nicholas Jon Dawson

Current Employers

New Perspective Wealth Management

St. Petersburg, FL • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2021-08-02
FL	RA	APPROVED	2021-07-21

MO RA
APPROVED

Since 2021-08-02
FL RA
APPROVED

Since 2021-07-21

Branch Locations

St. Petersburg, FL • 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

Organization	City	State	From	To
Franklin Templeton Investments	St. Petersburg	FL	04/2007	12/2019
New Perspective Llc	St. Petersburg	FL	12/2019	Present
New Perspective Wealth Management Llc	St. Petersburg	FL	03/2021	Present

04/2007 → 12/2019

Franklin Templeton Investments

St. Petersburg, FL
12/2019 → Present

New Perspective Llc

St. Petersburg, FL
03/2021 → Present

New Perspective Wealth Management Llc

St. Petersburg, FL

Other Businesses

1) New Perspective LLC-Energy Consultant for Flashpoint Energy Partners where he consults with propane and oil and gas retailers across the US providing physical supply and hedging strategies. He started in December 2019 and devotes ten hours per week to these activities. 2) Sunset Shore Holdings LLC, Not securities related. St. Petersburg, Florida. co-owner. Residential real estate investment property. December 2025, 2 hours per month none during trading hours

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2007-11-07

S63 Uniform Securities Agent State Law Examination

2007-11-07

Designations

Other Names

Nicholas Jon Dawson
Nicholas Dawson

View on SEC IAPD