NICKLAUS EDWIN WHITAKER is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with TRIAD WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TRIAD WEALTH PARTNERS, LLC | 2024-01-19 | present | Yes |
| TRIAD WEALTH PARTNERS, LLC | 2023-08-11 | 2023-12-31 | — |
| TRIAD WEALTH MANAGEMENT, LLC | 2021-07-02 | 2023-03-17 | — |
| AE WEALTH MANAGEMENT, LLC | 2018-05-04 | 2021-02-11 | — |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | 2016-06-02 | 2018-05-07 | — |