Nicole Mize

Current Employers

Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2024-06-20

OK RA
APPROVED

Since 2024-06-20

Branch Locations

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

3411 W. Rock Creek Rd. Suite 100, Norman, OK 73072 • 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
Raymond James Financial Services, Inc.	Norman	OK	05/2023	05/2023
Mustang Public Schools	Mustang	OK	03/2014	05/2021
Concurrent Investment Advisors, Llc	Norman	OK	03/2024	Present
Heartland Wealth Management	Norman	OK	06/2021	Present

05/2023 → 05/2023

Raymond James Financial Services, Inc.

Norman, OK
03/2014 → 05/2021

Mustang Public Schools

Mustang, OK
03/2024 → Present

Concurrent Investment Advisors, Llc

Norman, OK
06/2021 → Present

Heartland Wealth Management

Norman, OK

Other Businesses

Heartland Wealth Management; not investment related; Norman, OK; support company DBA; Advisor; Advisor; 08/2022; 0hrs/month; 0hrs/month during trading hours; Financial Advisor

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-20

S66 Uniform Combined State Law Examination

2024-06-20

Other Names

Nicole Johnson
Nicki Johnson
Nicki Pearce
Nicole Renee Johnson
Nicole Renee Pearce
Nicloe Mize
Nicole Pearce

View on SEC IAPD

Current Employers

Concurrent Investment Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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