Best Investors Account Sign in
Inactive

David Edward Nolet

Nolet Wealth Management, LLC

Fort Worth, TX

Claim This Profile
Current Employers
Nolet Wealth Management, Llc

306 W 7Th Street Ste 640, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-08
  • TX RA
    APPROVED
    Since 2024-01-08

Branch Locations

306 W 7Th Street Ste 640, Fort Worth, TX 76109 • 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
Jpmorgan Securities Inc Fort Worth TX 10/2008 12/2022
Nolet Wealth Management, Llc Fort Worth TX 12/2023 Present
Unemployed Fort Worth TX 12/2022 12/2023
  • 10/2008 → 12/2022
    Jpmorgan Securities Inc
    Fort Worth, TX
  • 12/2023 → Present
    Fort Worth, TX
  • 12/2022 → 12/2023
    Unemployed
    Fort Worth, TX
Other Businesses

Entity Name: Henry St. James II, LLC Investment related: Yes Address: 3663 Fort Worth, TX Nature of the other business: This entity will be used for the sole purpose of purchasing rental real estate and related operating accounts. Position/Title/Relationship: Owner Start Date: 17-Jun-2015 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner Entity Name: Henry St. James III, LLC Investment related: Yes Address: Fort Worth, TX 76109 Nature of the other business: Rental Property Position/Title/Relationship: Sole Proprietor Start Date: 04-Apr-2018 Approximate # of hours a month: 4 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife and I are the sole managing members.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-15
S63 Uniform Securities Agent State Law Examination 2004-12-01
  • S66 Uniform Combined State Law Examination
    2023-11-15
  • S63 Uniform Securities Agent State Law Examination
    2004-12-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor