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Irvine, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED_RES | 2022-03-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Phoenix | AZ | 11/2015 | 10/2016 |
| Usaa Financial Planning Services | Phoenix | AZ | 11/2015 | 10/2016 |
| First Republic Investment Management | Newport Beach | CA | 03/2017 | 08/2017 |
| Unemployed | Phoenix | AZ | 11/2016 | 03/2017 |
| Legend Advisory, Llc | San Dimas | CA | 10/2017 | 09/2019 |
| Lincoln Investment Planning, Llc | Palm Beach Gardens | FL | 10/2017 | 11/2021 |
| K2 Financial Inc. | San Dimas | CA | 04/2019 | 11/2021 |
| Lincoln Investment | San Dimas | CA | 09/2017 | 11/2021 |
| Swell Financial, Inc. | Costa Mesa | CA | 11/2021 | Present |
Nick A. Covyeau is a co-host for the Real Personal Finance podcast, where he provides general educational and informational content. This outside business activity does not occupy more than 10% of Mr. Covyeau's time or income, nor does it impair his ability to provide services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-22 |
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