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Nicholas Kyle Neuville

Wealthbridge Capital Management, LLC

Westerville, OH

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Current Employers
Wealthbridge Capital Management, Llc

550 Polaris Parkway Suite 560, Westerville, OH 43082 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-22
  • OH RA
    APPROVED
    Since 2026-05-22

Branch Locations

550 Polaris Parkway Suite 560, Westerville, OH 43082 • 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
OrganizationCityStateFromTo
Wealthbridge Capital Management, Llc Westerville OH 05/2026 Present
Charles Schwab & Co., Inc. Denver CO 07/2016 05/2022
Morgan Stanley Dublin OH 07/2022 11/2022
Tsg Advice Partners Columbus OH 05/2022 06/2022
Fidelity Investments Columbus OH 06/2022 07/2022
Charles Schwab & Co., Inc. Columbus OH 11/2022 02/2023
J.P. Morgan Securities Llc Westerville OH 02/2023 05/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-16
S63 Uniform Securities Agent State Law Examination 2016-11-14
  • S66 Uniform Combined State Law Examination
    2018-03-16
  • S63 Uniform Securities Agent State Law Examination
    2016-11-14
Other Names
  • Nick Neuville
  • Nicholas K Neuville

View on SEC IAPD

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