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Sean Ian Mcdougle

Nest Financial LLC

Austin, TX

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Current Employers
Nest Financial Llc

310 Comal Street, Austin, TX 78702 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-02-18
TX RA APPROVED 2018-11-05
  • OH RA
    APPROVED
    Since 2020-02-18
  • TX RA
    APPROVED
    Since 2018-11-05

Branch Locations

310 Comal Street, Austin, TX 78702 • 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
Lewin Wealth / Merit Wealth Advisors Dallas TX 09/2014 08/2018
Lpl Financial Llc Dallas TX 09/2016 08/2018
360 Wealth Management Llc Dallas TX 09/2016 08/2018
Nest Financial Llc Austin TX 09/2018 Present
Union Capital Company Tucson AZ 04/2019 Present
  • 09/2014 → 08/2018
    Lewin Wealth / Merit Wealth Advisors
    Dallas, TX
  • 09/2016 → 08/2018
    Lpl Financial Llc
    Dallas, TX
  • 09/2016 → 08/2018
    360 Wealth Management Llc
    Dallas, TX
  • 09/2018 → Present
    Nest Financial Llc
    Austin, TX
  • 04/2019 → Present
    Union Capital Company
    Tucson, AZ
Previous Registrations
Other Businesses

Nest Financial LLC, a Registered Investment Advisor Sell Fixed annuities, life insurance, disability Insurance and Longterm care insurance

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-06-22
  • S63 Uniform Securities Agent State Law Examination
    2010-06-22
Designations
Other Names
  • Sean Mcdougle

View on SEC IAPD

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