Nicholas Tieri

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2025-05-12
TX	RA	APPROVED	2025-05-12

Branch Locations

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
World Financial Group	Plano	TX	03/2015	01/2020
Uber	Mckinney	TX	07/2019	01/2020
Texas Family Fitness	Plano	TX	07/2020	08/2020
The Camp Transformation	Richardson	TX	07/2020	10/2020
Korbyt	Dallas	TN	10/2020	03/2021
Td Ameritrade Inc	Southlake	TX	05/2021	12/2021
Rmg Networks	Dallas,	TX	10/2020	04/2021
Charles Schwab & Co.	Southlake	TX	05/2021	12/2021
The Sangani Group Llc	Mckinney	TX	12/2021	12/2021
Jpmorgan Chase Bank, N.A.	Allen	TX	03/2022	08/2022
J.P. Morgan Securities Llc	Allen	TX	03/2022	08/2022
Unemployed	Mckinney	TX	02/2020	06/2020
Unemployed	Princeton	TX	01/2022	02/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mckinney	TX	08/2022	04/2025
Wealthwave	Plano	TX	04/2015	01/2020
University Of Arkansas	Fayetteville	AR	08/2022	08/2022
Bank Of America, N.A.	Mckinney	TX	10/2022	04/2025
Strategic Wealth Designers	Dallas	TX	04/2025	Present

03/2015 → 01/2020

World Financial Group

Plano, TX
07/2019 → 01/2020

Uber

Mckinney, TX
07/2020 → 08/2020

Texas Family Fitness

Plano, TX
07/2020 → 10/2020

The Camp Transformation

Richardson, TX
10/2020 → 03/2021

Korbyt

Dallas, TN
05/2021 → 12/2021

Td Ameritrade Inc

Southlake, TX
10/2020 → 04/2021

Rmg Networks

Dallas,, TX
05/2021 → 12/2021

Charles Schwab & Co.

Southlake, TX
12/2021 → 12/2021

The Sangani Group Llc

Mckinney, TX
03/2022 → 08/2022

Jpmorgan Chase Bank, N.A.

Allen, TX
03/2022 → 08/2022

J.P. Morgan Securities Llc

Allen, TX
02/2020 → 06/2020

Unemployed

Mckinney, TX
01/2022 → 02/2022

Unemployed

Princeton, TX
08/2022 → 04/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mckinney, TX
04/2015 → 01/2020

Wealthwave

Plano, TX
08/2022 → 08/2022

University Of Arkansas

Fayetteville, AR
10/2022 → 04/2025

Bank Of America, N.A.

Mckinney, TX
04/2025 → Present

Strategic Wealth Designers

Dallas, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-30
S63	Uniform Securities Agent State Law Examination	2021-07-27

Other Firms