This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

NICOLET WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Oct 2, 2017

First registration

Dec 6, 2019

Dual registered

yes, broker-dealer

Other names

Mary Elizabeth Mason|Mary Beth Hines|Mary Beth Mason

IAPD individual key

6680693

• Occurred

  Apr 27, 2026
  Advisor changed firm

  Mary Elizabeth Hines left Lpl Financial Llc for Nicolet Wealth Management (registered 2026-04-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ee76c66b-db6f-c331-105f-b4ad4a036a89

First observed

Dec 6, 2019

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.