Nicole C Rimsza

Current Employers

Employment History

• 08/2019 → 02/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2017 → 08/2017
  Deer Valley Corporate Center
  Phoenix, AZ
• 05/2018 → 08/2018
  Fidelity Investments
  Scottsdale, AZ
• 05/2019 → 07/2019
  Trimark Gill Marketing
  Phoenix, AZ
• 08/2015 → 05/2019
  University Of Arizona
  Tucson, AZ
• 02/2021 → Present
  Raymond James Financial Services, Inc
  Scottsdale, AZ
• 06/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Scottsdale, AZ
• 02/2021 → 02/2023
  Crux Wealth Advisors
  Scottsdale, AZ
• 02/2021 → 09/2022
  Key Wealth Management
  Scottsdale, AZ

Other Businesses

(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower Investment Related: No Start Date: 06/08/2018 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: This is a mortgage for my rental property (disclosed) that is held by my parents, Kimberley and Anton Rimsza. The address is 605 E. Creosote Dr. Phoenix, AZ 85085. (2)Name of Business: Address: 14832 N 50th Pl, Scottsdale, AZ, 85254, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/09/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have a rental property in Phoenix that I am the landlord/owner of.I keep the property In good order, maintain the structure, facilities (hot water, heat, electric) and schedule repairs. There is no business name or separate entity related to the rental property. (3)Name of Business: Capital Wealth Partners Address: 33739 N Scottsdale RD Suite C115, Scottsdale, AZ, 85266, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/11/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Director of Operations & Support Advisor at Sunstone Wealth Management (4)Name of Business: Sunstone Wealth Management Address: 33739 N Scottsdale RD Suite C115, Scottsdale, AZ, 85266, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Open and close accounts, paraplanning, sale support, client service, administrative duties and support wealth advisor

Exams

• S66 Uniform Combined State Law Examination
  2022-05-11
• S63 Uniform Securities Agent State Law Examination
  2019-11-04

Designations

Other Names

• Nicole Rimsza
• Nicole Catherine Rimsza