Nathalie Cote

Current Employers

Harvest Financial Planning, Llc

Fort Mill, SC • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-01-01

SC RA
APPROVED

Since 2025-01-01

Branch Locations

Fort Mill, SC • United States

Veridos Capital Llc

Tamarac, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-01

FL RA
APPROVED

Since 2025-01-01

Branch Locations

Tamarac, FL • 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
Belmont Abbey College	Belmont	NC	08/1998	Present
Self-Employed	York	SC	01/2015	02/2018
Harvest Financial Planning Llc	Fort Mill	SC	02/2018	Present

08/1998 → Present

Belmont Abbey College

Belmont, NC
01/2015 → 02/2018

Self-Employed

York, SC
02/2018 → Present

Harvest Financial Planning Llc

Fort Mill, SC

Other Businesses

Professor of psychology at Belmont Abbey College in Belmont NC since August 1998. I spend approximately 75% of my time at this occupation, which is not investment-related. This position requires teaching, college service, and scholarly productivity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-09-20

S65 Uniform Investment Adviser Law Examination

2018-09-20

Designations

View on SEC IAPD