Nolan James Goslee

Current Employers

Employment History

• 02/2010 → 02/2018
  Us Army Reserves
  Augusta, MI
• 06/2016 → 12/2019
  Kalos Capital
  Alpharetta, GA
• 06/2016 → 12/2019
  Kalos Management
  Alpharetta, GA
• 01/2020 → Present
  Brookstone Capital Management
  Wheaton, IL

Previous Registrations

• 2016-09-06 → 2020-01-02
  Kalos Management
  Grand Rapids, MI
  Ponte Vedra Beach, FL

Other Businesses

Cornerstone RP POSITION: Financial Advisor NATURE: Working at Cornerstone RP as a financial advisor alongside Ron Courser. INVESTMENT RELATED: Yes NUMBER OF HOURS: 190 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2016 ADDRESS: 2900 Charlevoix SE, Ste 310, Grand Rapids MI 49546 DESCRIPTION: Working with clients to creat financial plans tailored to specific client needs on a daily basis. HIGHLAND HILL COMMUNITY BOARD OF DIRECTORS POSITION: Treasurer NATURE: Semi-annual meetings with the board and annual meetings with the neighborhood to make sure neighborhood dues are being allocated properly and property is maintained within the scope of a condominium complex. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2019 ADDRESS: 2025 E Beltline Ave SE, Grand Rapids MI 49546, United States DESCRIPTION: Verifying fund inflows v outflows, allocating capital expenditure. No real hands on activities as dues collection is the responsibility of the homeowner's association. More of a formal title than anything else.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-01
• S63 Uniform Securities Agent State Law Examination
  2016-01-11