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Inactive

Nickolas Moriates

Trident Advisory Partners, LLC

Charlotte, NC

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Current Employers
Trident Advisory Partners, Llc

600 S Tryon Street Floor 18, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-17
  • NC RA
    APPROVED
    Since 2025-06-17

Branch Locations

600 S Tryon Street Floor 18, Charlotte, NC 28202 • 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
Trident Strategic Partners Charlotte NC 05/2025 Present
Lenoir-Rhyne University Hickory NC 08/2021 05/2025
Keen Decision Systems Durham NC 05/2023 07/2023
Keen Decision Systems Durham NC 12/2022 01/2023
Coastal Plain League Holly Springs NC 05/2021 07/2021
Diamond Landscaping Holly Springs NC 05/2024 08/2024
Full-Time Student Raleigh NC 08/2014 05/2021
  • 05/2025 → Present
    Trident Strategic Partners
    Charlotte, NC
  • 08/2021 → 05/2025
    Lenoir-Rhyne University
    Hickory, NC
  • 05/2023 → 07/2023
    Keen Decision Systems
    Durham, NC
  • 12/2022 → 01/2023
    Keen Decision Systems
    Durham, NC
  • 05/2021 → 07/2021
    Coastal Plain League
    Holly Springs, NC
  • 05/2024 → 08/2024
    Diamond Landscaping
    Holly Springs, NC
  • 08/2014 → 05/2021
    Full-Time Student
    Raleigh, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-14
S65 Uniform Investment Adviser Law Examination 2025-01-31
  • S63 Uniform Securities Agent State Law Examination
    2025-04-14
  • S65 Uniform Investment Adviser Law Examination
    2025-01-31
Other Names
  • Nickolas Rudolph Moriates
  • Nicco Rudolph Moriates
  • Nicco Moriates

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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