Mohammed Adnan Khalid

Current Employers

Nabata Investment Group, Llc

Mountlake Terrace, WA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-05-06
WA	RA	APPROVED	2025-01-10

TX RA
APPROVED_RES

Since 2025-05-06
WA RA
APPROVED

Since 2025-01-10

Branch Locations

Mountlake Terrace, WA • 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

Organization	City	State	From	To
Symetra Financial	Bellevue	WA	10/2015	10/2017
Cordoba Academy	Lynnwood	WA	07/2015	05/2024
Nabata Investment Group Llc	Mountlake Terrace	WA	04/2024	Present
Rubicon Halal Investment Advisors	Portland	OR	06/2020	04/2024

10/2015 → 10/2017

Symetra Financial

Bellevue, WA
07/2015 → 05/2024

Cordoba Academy

Lynnwood, WA
04/2024 → Present

Nabata Investment Group Llc

Mountlake Terrace, WA
06/2020 → 04/2024

Rubicon Halal Investment Advisors

Portland, OR

Other Businesses

Name of Other Business: Islamic Schools Network (non-profit); Investment Related: No; Address: Lynwood, WA; Title and Role: Board Member, advocate for educational equity and resources for the Muslim community; Start Date: 9/2025; Hours Devoted Per Month: 80 hrs a month; Hours Devoted Per Month During Trading Hours: 0.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-26
S63	Uniform Securities Agent State Law Examination	2016-02-12

S65 Uniform Investment Adviser Law Examination

2024-11-26
S63 Uniform Securities Agent State Law Examination

2016-02-12

Other Names

Adnan Khalid

View on SEC IAPD