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8 N. Adgers Wharf, Charleston, SC 29401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-30 |
| SC | RA | APPROVED | 2023-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charleston | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 11/2016 | 07/2017 |
| Wells Fargo Advisors Financial Network, Llc | Charleston | SC | 07/2017 | 09/2023 |
| Pks Investments | Albany | NY | 10/2023 | Present |
| Nicholson Wealth Management Group | Charleston | SC | 10/2023 | Present |
1. Legado LLC; No; 8 N Adgers Wharf Charleston, SC 29401; Real Estate Management; Co-owner; 01/2000; 5; 2; Rental Management. 2. Nicholson Wealth Management Group; Yes; 8 N Adgers Wharf Charleston, SC 29401; RIA; President/CEO/CIO; 10/2023; 160; 40; owner, managing director, and CIO. 3. Fixed Insurance; Yes; 8 N Adgers Wharf Charleston, SC 29401; Fixed/Traditional Insurance; Agent; 10/2023; 50; 50; Sales of Fixed/Traditional insurance products. 4. PKS Financial; Yes; 80 State St, Albany NY 12207; Fixed/Traditional Insurance; Agent; 10/2023; 50; 50; Sales of fixed/traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-04 |
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