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Nicholas Timothy Houston

Bdm Investments, Inc.

Kennesaw, GA

CRD 7610324

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Employer firm

Bdm Investments, Inc. CRD 127170

$44.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bdm Investments, Inc.

3620 Kennesaw North Ind. Pkwy Suite A, Kennesaw, GA 30144 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-11-21
  • GA RA
    APPROVED
    Since 2022-11-21

Branch Locations

3620 Kennesaw North Ind. Pkwy Suite A, Kennesaw, GA 30144 • 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
Northside United Methodist Church Atlanta GA 10/2011 07/2022
Bdm Investments Inc Kennesaw GA 08/2022 Present
  • 10/2011 → 07/2022
    Northside United Methodist Church
    Atlanta, GA
  • 08/2022 → Present
    Kennesaw, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-17
  • S65 Uniform Investment Adviser Law Examination
    2022-11-17

View on SEC IAPD

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