Cynthia Joy Panian

Employer firm

Nicholas Wealth Management CRD 282635

$740M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 09/2019
  Michelle Allen Agency
  Villa Rica, GA
• 12/2013 → Present
  Nationwide Securities, Llc
  Columbus, OH
• 09/2019 → 06/2020
  Emcor Services Aircond
  Smyrna, GA
• 06/2020 → Present
  Nicholas Wealth Management
  Atlanta, GA
• 11/2020 → Present
  Bluepath Capital, Llc
  Atlanta, GA

Other Businesses

1) World Equity Group; whether the business is investment-related: Yes; the address of the other business: 425 N. Martingale Rd., Suite 1220 Schaumburg, IL 60173; the nature of the other business: This is our Broker Dealer with Nicholas Wealth; your position: NRF; title, or relationship with the other business: Investments; the start date of your relationship: 6/22/2020; the approximate number of hours/month you devote to the other business: 0; the number of hours you devote to the other business during securities trading hours: 0; and briefly describe your duties relating to the other business: To submit business to be processed through or approved by them. 2) Nicholas & Company; whether the business is investment-related: No; the address of the other business: 218 Roswell St. SE Marietta, GA 30060; the nature of the other business: Insurance sales and processing; your position: Director of Operations; title, or relationship with the other business: Director of Operations; the start date of your relationship: 06/22/2020; the approximate number of hours/month you devote to the other business: 5; the number of hours you devote to the other business during securities trading hours: 5; and briefly describe your duties relating to the other business: To oversee our processes related to processing of insurance sales and to ensure other agents licenses are current with states they need to sell in. 3) Executor- Steven Javery Will

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-14
• S63 Uniform Securities Agent State Law Examination
  2011-08-09

Other Names

• Cynthia Joy Javery
• Cyndi J Brown
• Cynthia Joy Javery
• Cynthia Joy Brown
• Cynthia J Brown