Katie Nulliner

Current Employers

Employment History

• 12/2024 → 03/2026
  Fidelity Brokerage Services Llc
  Phoenix, AZ
• 03/2014 → Present
  The Mission Restaurant
  Scottsdale, AZ
• 03/2022 → 11/2022
  Wealth Strategies Advisory Group
  Scottsdale, AZ
• 08/2020 → 01/2021
  General Cents Accounting
  Scottsdale, AZ
• 08/2020 → 05/2023
  Arizona State University
  Tempe, AZ
• 08/2014 → 12/2017
  Scottsdale Community College
  Scottsdale, AZ
• 12/2025 → 03/2026
  Strategic Advisors, Llc
  Phoenix, AZ
• 04/2026 → Present
  Xcelsior Advisor Partners Llc/ Iar
  Scottsdale, AZ
• 04/2026 → Present
  Eagle Rock Wealth Mgmt
  Scottsdale, AZ
• 04/2026 → Present
  The Leaders Group Inc, Dba: Simplicity Investments
  Summit, NJ

Previous Registrations

• 2025-12-22 → 2026-04-02
  Strategic Advisers Llc
  Scottsdale, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Phoenix, AZ

Other Businesses

1.) Eagle Rock Wealth Mgmt - 4/6/26 - 14624 N. Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Registered Client Specialist, Client relationship management, assistant duties including booking appointments/calendar management, Invt Rel, Private wealth management/ financial services, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) Xcelsior Advisor Partners LLC - 4/6/26 - 14624 Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Registered Client Specialist/IAR, client relationship management, assistant duties including booking appointments/calendar management, Invt Rel, private wealth management/ financial services, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) The Mission Restaurant - 3/1/2014 - 3815 N Brown Ave, Scottsdale, AZ 85251 - Bartender/Server, not Invt Rel, service industry, 40 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2025-10-29

Other Names

• Katie Delana Nulliner
• Katie Nulliner