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Nicholas Alexander Wychocki

Osaic Institutions, Inc.

Fort Myers, FL

Bonita Springs, FL

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-02-08
  • FL RA
    APPROVED
    Since 2012-02-08

Branch Locations

8695 College Parkway, Fort Myers, FL 33919 • United States

26800 South Tamiami Trail, Bonita Springs, FL 34134 • 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
Finemark Financial Services Fort Myers FL 08/2010 Present
Infinex Investments, Inc. Fort Myers FL 01/2012 Present
  • 08/2010 → Present
    Finemark Financial Services
    Fort Myers, FL
  • 01/2012 → Present
    Infinex Investments, Inc.
    Fort Myers, FL
Previous Registrations
  • 2010-08-09 → 2011-12-31
    Commonwealth Financial Network
    Fort Myers, FL
    Naples, FL
    Naples, FL
  • 2009-01-06 → 2010-09-20
    Global Wealth Consultants, Llc
    Naples, FL
  • 2006-05-15 → 2008-12-02
    Banc Of America Investment Services, Inc.
    Naples, FL
    Naples, FL
Other Businesses

FINEMARK NATIONAL BANK & TRUST YES, INVESTMENT RELATED 12681 CREEKSIDE LANE FORT MYERS, FL 33919 PORTFOLIO MANAGER START DATE 8/4/10 TIME-40 HRS/WK PROVIDED INVESTMENT MANAGEMENT TO CLIENTS OF FINEMARK'S TRUST CLIENTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-28
  • S66 Uniform Combined State Law Examination
    2006-04-28
Designations
Other Names
  • Nick Wychocki
  • Nicholas Wychocki
  • Nick A. Wychocki

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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