# Nickolas Ryan Minard

Nickolas Ryan Minard is an investment adviser representative (IAR) with state registration records since 2018, appearing at 6 firms. Currently registered with ROOT FINANCIAL PARTNERS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROOT FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/290289) | 2025-08-20 | present | Yes |
| [CONFIDENCE WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/127383) | 2022-05-31 | 2022-08-24 | — |
| [TRAJAN WEALTH, L.L.C.](https://search.stillhousedata.com/firm/158847) | 2021-03-26 | 2022-06-08 | — |
| [VANGUARD ADVISERS, INC.](https://search.stillhousedata.com/firm/106715) | 2020-12-02 | 2021-02-11 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2018-11-30 | 2020-09-28 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2018-03-26 | 2018-08-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6431806)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6431806.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.