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Nicole Ponzio Squires

Alaska Wealth Advisors

Anchorage, AK

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Current Employers
Alaska Wealth Advisors

3800 Centerpoint Drive Suite 910, Anchorage, AK 99503 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2023-07-18
  • AK RA
    APPROVED
    Since 2023-07-18

Branch Locations

3800 Centerpoint Drive Suite 910, Anchorage, AK 99503 • 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
First Command Financial Planning, Inc. Fort Worth TX 07/2015 01/2020
First Command Financial Planning , Inc Fort Worth TX 04/2016 01/2020
First Command Insurance Services Fort Worth TX 04/2016 01/2020
First Command Advisory Services, Inc. Fort Worth TX 04/2016 01/2020
Wells Fargo Clearing Services, Llc Anchorage AK 01/2020 06/2023
Wells Fargo Bank, Na Anchorage AK 01/2020 06/2023
Alaska Wealth Advisors Anchorage AK 06/2023 Present
  • 07/2015 → 01/2020
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 04/2016 → 01/2020
    First Command Financial Planning , Inc
    Fort Worth, TX
  • 04/2016 → 01/2020
    First Command Insurance Services
    Fort Worth, TX
  • 04/2016 → 01/2020
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2020 → 06/2023
    Anchorage, AK
  • 01/2020 → 06/2023
    Wells Fargo Bank, Na
    Anchorage, AK
  • 06/2023 → Present
    Anchorage, AK
Previous Registrations
Other Businesses

oSerenity Summit Yoga LLC oNOT investment related o6121 Hiland Road, Eagle River, AK 99577 oYoga instruction o100% managing member/owner oStart date June 2024 o1 hour/month, during non-working hours or trading hours. oPersonal yoga instruction

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-16
  • S66 Uniform Combined State Law Examination
    2016-03-16
Other Names
  • Nicole Ponzio
  • Nicole Michelle Ponzio
  • Nicole Ponzio Squires
  • Nicole Squires

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