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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-05-06 |
| UT | RA | APPROVED | 2024-05-06 |
Branch Locations
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
1725 East 1450 South, Suite 345, Clearfield, UT 84015 • United States
2825 E Cottonwood Parkway Suite 500, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Motiv8 Investments Llc | Salt Lake City | UT | 02/2023 | 05/2024 |
| Silver Key Benefits | Salt Lake City | UT | 03/2017 | 01/2023 |
| American Senior Benefits | Salt Lake City | UT | 04/2014 | 03/2017 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 05/2024 | Present |
| Akamai Advisors (D.b.a. For Advisory Business) | Sandy | UT | 12/2022 | Present |
1) Ms. Nicholson is a licensed insurance agent conducting business from her registered location. In this capacity, she may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, she may receive other compensation such as fixed life trails. Ms. Nicholson spends approx. 10 hrs/week during trading hours on this activity. 2) Grace Nicholson is the Owner of Akamai Advisors which is the operating entity for Ms. Nicholson's advisory and insurance business and the dba she uses to promote her advisory business. Ms. Nicholson spends approximately forty hours per week during trading hours working under this entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-11 |
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