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Nicholas Montague Romey

Etf Portfolio Partners, Inc.

Leawood, KS

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Current Employers
Etf Portfolio Partners, Inc.

4831 W. 136Th Street Suite 300, Leawood, KS 66224-5922 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-11
NE RA APPROVED 2024-11-12
CA RA APPROVED 2019-12-20
FL RA APPROVED 2019-08-23
MO RA APPROVED 2019-08-13
TX RA APPROVED 2019-08-13
KS RA APPROVED 2019-08-12
  • NC RA
    APPROVED
    Since 2025-06-11
  • NE RA
    APPROVED
    Since 2024-11-12
  • CA RA
    APPROVED
    Since 2019-12-20
  • FL RA
    APPROVED
    Since 2019-08-23
  • MO RA
    APPROVED
    Since 2019-08-13
  • TX RA
    APPROVED
    Since 2019-08-13
  • KS RA
    APPROVED
    Since 2019-08-12

Branch Locations

4831 W. 136Th Street Suite 300, Leawood, KS 66224-5922 • 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
University Of Kansas Lawrence KS 08/2016 05/2019
Etf Portfolio Partners, Inc. Leawood KS 06/2019 08/2019
Etf Portfolio Partners, Inc. Leawood KS 08/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-12
  • S65 Uniform Investment Adviser Law Examination
    2019-08-12
Designations
Other Names
  • Nick Romey

View on SEC IAPD

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Other Offices

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STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
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