Bradley Nolan Cole

Current Employers

Employment History

• 09/2021 → 03/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2021 → 08/2021
  Discovery Land Company
  Scottsdale, AZ
• 06/2020 → 08/2020
  Burba, Cole, & Overstreet Llc
  Carlsbad, NM
• 06/2019 → 08/2019
  Burba, Cole, & Overstreet Llc
  Carlsbad, NM
• 08/2013 → 05/2017
  Carlsbad High School
  Carlsbad, NM
• 08/2017 → 05/2021
  University Of New Mexico
  Albuquerque, NM
• 04/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 04/2023 → Present
  Bco Wealth Management Llc
  Carlsbad, NM
• 03/2024 → Present
  Bco Wealth Management, Llc
  Carlsbad, NM

Other Businesses

BCO WEALTH MANAGEMENT LLC DBA OF BURBA, COLE, & OVERSTREET POSITION: Sales Assistant, IAR NATURE: Financial Services/RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/03/2023 ADDRESS: 412 North Canal Street, Carlsbad NM 88220, United States DESCRIPTION: Assisting FP's with clerical, unsolicited orders, phone calls and paperwork. I will meet with clients to help developfinancialplans. CHAMBER OF COMMERCE POSITION: Board Member NATURE: Plan events for the city INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/17/2024 ADDRESS: 302 S Canal St, Carlsbad NM 88220, United States DESCRIPTION: I will be on the Chamber board helping plan local events in Carlsbad, New Mexico. Advocates for Carlsbad and their businesses. Carlsbad Prep Academy POSITION: Board member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 8/1/2025 ADDRESS: 805 Walter St, Carlsbad, NM 88220 DESCRIPTION: I will help assist with decisions on how to run the school.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-15
• S63 Uniform Securities Agent State Law Examination
  2021-11-02

Designations

Other Names

• Brad Nolan Cole
• Bradley N Cole