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Inactive

Carter Samuel Hall

Nilsine Partners, LLC

Greenwood Village, CO

CRD 7999339

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Employer firm

Nilsine Partners, LLC CRD 315694

$1.88B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Nilsine Partners, Llc

5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-11-13
  • CO RA
    APPROVED
    Since 2024-11-13

Branch Locations

5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • 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
Brigham Young University - Hawaii Laie HI 01/2024 06/2024
Brigham Young University - Hawaii Laie HI 08/2023 01/2024
Rich Day Group Woods Cross UT 07/2023 08/2023
Motiv Health Sandy UT 09/2022 07/2023
Bamboo Hr Lindon UT 09/2021 09/2022
Motiv Health Sandy UT 01/2021 09/2021
Brigham Young University - Hawaii Laie HI 09/2020 01/2021
Level 9 Sports Woodscross UT 03/2020 09/2020
Church Of Jesus Christ Of Latter Day Saints Sousa 10/2019 03/2020
Brigham Young University - Hawaii Laie HI 05/2019 07/2019
Pizza Hut Laie HI 09/2018 05/2019
Level 9 Sports Lehi UT 02/2016 08/2019
Nilsine Partners, Llc Greenwood Village CO 08/2024 Present
Student Highland UT 09/2014 09/2018
  • 01/2024 → 06/2024
    Brigham Young University - Hawaii
    Laie, HI
  • 08/2023 → 01/2024
    Brigham Young University - Hawaii
    Laie, HI
  • 07/2023 → 08/2023
    Rich Day Group
    Woods Cross, UT
  • 09/2022 → 07/2023
    Motiv Health
    Sandy, UT
  • 09/2021 → 09/2022
    Bamboo Hr
    Lindon, UT
  • 01/2021 → 09/2021
    Motiv Health
    Sandy, UT
  • 09/2020 → 01/2021
    Brigham Young University - Hawaii
    Laie, HI
  • 03/2020 → 09/2020
    Level 9 Sports
    Woodscross, UT
  • 10/2019 → 03/2020
    Church Of Jesus Christ Of Latter Day Saints
    Sousa
  • 05/2019 → 07/2019
    Brigham Young University - Hawaii
    Laie, HI
  • 09/2018 → 05/2019
    Pizza Hut
    Laie, HI
  • 02/2016 → 08/2019
    Level 9 Sports
    Lehi, UT
  • 08/2024 → Present
    Greenwood Village, CO
  • 09/2014 → 09/2018
    Student
    Highland, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-13
  • S65 Uniform Investment Adviser Law Examination
    2024-11-13

View on SEC IAPD

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