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Nikki Carnevale Dunn

Clarified Wealth Advisory

Austin, TX

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Current Employers
Clarified Wealth Advisory

2403 E 16Th St, Austin, TX 78702 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-01
  • TX RA
    APPROVED
    Since 2024-04-01

Branch Locations

2403 E 16Th St, Austin, TX 78702 • 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
Clarified Wealth Management, Llc Austin TX 11/2023 Present
Dtp Llc Austin TX 01/2010 11/2023
She Talks Finance, Llc Austin TX 11/2018 Present
  • 11/2023 → Present
    Clarified Wealth Management, Llc
    Austin, TX
  • 01/2010 → 11/2023
    Dtp Llc
    Austin, TX
  • 11/2018 → Present
    She Talks Finance, Llc
    Austin, TX
Other Businesses

the name of the other business - She Talks Finance, LLC whether the business is investment-related - No the address of the other business - There is no physical address the nature of the other business - Financial education and social media content position, title, or relationship with the other business - CEO/Founder the start date of your relationship - 2018 the approximate number of hours/month you devote to the other business - 7-10 hours a month the number of hours you devote to the other business during securities trading hours - 3-5 hours a month brief description of duties relating to the other business.- creation of financial education videos that are posted on social media, responding to comments on videos, conducting research for video ideas.

Designations
Other Names
  • Nikki Carnevale
  • Nikki Dunn

View on SEC IAPD

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