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Nicole Elise Burdick

LPl Financial LLC

Bellingham, WA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-07
FL RA APPROVED 2021-07-21
NM RA APPROVED 2021-07-21
WA RA APPROVED 2021-07-21
  • TX RA
    APPROVED
    Since 2024-06-07
  • FL RA
    APPROVED
    Since 2021-07-21
  • NM RA
    APPROVED
    Since 2021-07-21
  • WA RA
    APPROVED
    Since 2021-07-21

Branch Locations

909 Squalicum Way, Ste 110, Bellingham, WA 98225 • 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
Waddell & Reed, Inc Bellingham WA 08/2014 07/2021
Various Insurance Carriers For W&R Insurance Agencies Bellingham WA 11/2014 07/2021
Peace Of Mind Services Bellingham WA 05/2015 12/2018
Lydia Place Bellingham WA 05/2016 01/2017
Nicole Burdick Music Bellingham WA 01/2014 07/2021
Nicole Burdick Bellingham WA 03/2016 07/2021
2527 Superior St Rental Bellingham WA 02/2018 07/2021
The Bellingham Team Bellingham WA 08/2018 07/2021
Happy Renters Llc Bellingham WA 05/2020 07/2021
Lpl Financial Llc Bellingham WA 07/2021 Present
  • 08/2014 → 07/2021
    Waddell & Reed, Inc
    Bellingham, WA
  • 11/2014 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Bellingham, WA
  • 05/2015 → 12/2018
    Peace Of Mind Services
    Bellingham, WA
  • 05/2016 → 01/2017
    Lydia Place
    Bellingham, WA
  • 01/2014 → 07/2021
    Nicole Burdick Music
    Bellingham, WA
  • 03/2016 → 07/2021
    Nicole Burdick
    Bellingham, WA
  • 02/2018 → 07/2021
    2527 Superior St Rental
    Bellingham, WA
  • 08/2018 → 07/2021
    The Bellingham Team
    Bellingham, WA
  • 05/2020 → 07/2021
    Happy Renters Llc
    Bellingham, WA
  • 07/2021 → Present
    Bellingham, WA
Previous Registrations
  • 2014-12-19 → 2021-07-21
    Waddell & Reed
    Seattle, WA
    Bellingham, WA
Other Businesses

1. 08/06/21 - Nicole Burdick Music - Not Investment Related - Home Based - Business Owner - Musician - Start Date - 06/01/2006 2. 08/06/2021 - 2527 Superior St Rental - Investment Related - Bellingham, WA, - Real Estate Rental - Owner - Start Date - 12/2017. 3. 08/06/2021 - Happy Renters LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Start Date - 5/1/2020. 4. 03/15/2022 - Money Maven - Investment Related - Home Based - Other - Book author - Author - Start Date - 4/01/2022 - 10 Hours Per Month/0 Hours During Securities Trading. 5. 06/22/2022 - DIS - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 05/23/2022 - 2 Hours Per Month/ 2 Hours During Securities Trading. 6. 08/11/2022- Money Maven Financial- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- Start Date- 09/01/2022- 120 Hours Per Month/ 120 Hours During Securities Trading 7. 08/17/2022- Money Maven Financial LLC- At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only- Start Date- 08/15/2022- 1 Hours Per Month/ 0 Hours During Securities Trading 8. 11/25/2025 - The Money Maven - Other - Speaker/author selling merchandise - Investment Related - Home Based - Start Date 11/18/2025 - 1 hour per month/ 0 hours during trading 9. 03/19/2026 - Deconstructing Maven - Other-Writer/Speaker - Not Investment Related - Bellingham, WA - Start Date 03/04/2026 - 5 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-19
  • S66 Uniform Combined State Law Examination
    2014-12-19
Other Names
  • Nicole Deneui
  • Nicole E Burdick

View on SEC IAPD

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