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Nicholas David Sherrill

Vest Financial LLC

Garden Ridge, TX

Mclean, VA

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Current Employers
Vest Financial Llc

8350 Broad St Suite 240, Mclean, VA 22102-5150 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-17
  • TX RA
    APPROVED
    Since 2026-03-17

Branch Locations

Garden Ridge, TX • United States

8350 Broad St Suite 240, Mclean, VA 22102-5150 • 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
American Funds/Capital Group Co'S San Antonio TX 07/2015 01/2021
American Funds San Antonio TX 01/2021 03/2024
American Funds San Antonio TX 03/2024 07/2024
American Century Investment Services, Inc. Kansas City MO 08/2024 02/2026
Vest Securities, Llc Mclean VA 02/2026 Present
  • 07/2015 → 01/2021
    American Funds/Capital Group Co'S
    San Antonio, TX
  • 01/2021 → 03/2024
    American Funds
    San Antonio, TX
  • 03/2024 → 07/2024
    American Funds
    San Antonio, TX
  • 08/2024 → 02/2026
    American Century Investment Services, Inc.
    Kansas City, MO
  • 02/2026 → Present
    Vest Securities, Llc
    Mclean, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-23
S63 Uniform Securities Agent State Law Examination 2016-04-14
  • S65 Uniform Investment Adviser Law Examination
    2016-07-23
  • S63 Uniform Securities Agent State Law Examination
    2016-04-14
Designations

View on SEC IAPD

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