John Nelson Couric

Current Employers

Employment History

• 03/2006 → 11/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 02/2018 → 11/2021
  Communicating Values
  Port Republic, VA
• 02/2018 → 11/2021
  Philosophy Of Investing
  Port Republic, VA
• 11/2021 → Present
  Couric Financial Partners, Llc
  Lynch Station, VA
• 04/2009 → Present
  Couric Company, Llc
  Lynch Station, VA
• 07/2013 → 11/2021
  Providence Asset Management, Llc
  Harrisonburg, VA
• 10/2020 → 11/2021
  Couric & Co, Llp
  Washington Dc, DC
• 11/2010 → Present
  John N. Couric E.A.
  Lynch Station, VA
• 01/2025 → Present
  Organization Of Indigenous Missions
  Lynch Station, VA

Previous Registrations

• 2006-04-07 → 2021-11-22
  Cetera Wealth Services, Llc
  Charlotte, NC
  Port Republic, VA
  Charlottesville, VA
  Harrisonburg, VA

Other Businesses

(1) FIXED INSURANCE SALES; SAME AS REPORTED BUSINESS LOCATION; LIFE, HEALTH, DISABILITY, ANNUITIES AND LTC; APPROX. 1 HOUR PER MONTH. (2) COURIC COMPANY, LLC DBA COURIC & CO; NOT INVESTMENT-RELATED; SAME AS REPORTED LOCATION; TAX PREPARATION AND TAX SERVICES; 04/2009; OWNER / ENROLLED AGENT; APPROX 12 HOURS PER MONTH; INVOICING FOR PLANNING, IRS REPRESENTATION AND TAX PREPARATION SERVICES. (3) JOHN N COURIC, E.A.; NOT INVESTMENT-RELATED; SAME AS REPORTED LOCATION; TAX SERVICES; 11/2010; ENROLLED AGENT; APPROX 2 HOURS PER MONTH; INVOICING FOR PLANNING, IRS REPRESENTATION AND TAX PREPARATION SERVICES. (4) ORGANIZATION OF INDIGENOUS MISSIONS; NOT INVESTMENT-RELATED; SAME AS REPORTED LOCATION; NON-PROFIT ORGANIZATION; 01/2025; DIRECTOR; APPROX 5 HOURS PER MONTH; CHARITABLE, NON-PROFIT, NON-COMPENSATED POSITION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-02
• S63 Uniform Securities Agent State Law Examination
  2000-04-18