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Registered advisor
N••••• E•••••••• R•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Nikki Lodico
At current firm
4 y
since Jul 20, 2022
In the industry
28 y
since May 18, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R••••• W• B•••• • C•• I••••••••• mixed wealth currentsince Jul 20, 2022 · Elkhorn, Ne
- N••••••••• M••••• I••••••••• S••••••••• no RAUMJun 9, 2021 to May 4, 2022 · Omaha, Ne
- W•••• F•••• A••••••• wirehouseApr 24, 2007 to May 3, 2021 · Midwest City, Ok
- L•• F•••••••• L•• BD affiliatedMay 2, 2003 to May 17, 2005 · San Diego, Ca
- C•••••••• G••••• M•••••• I••• BD affiliatedJun 13, 2000 to Apr 11, 2003 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- N••••••••• M••••• I••••••••• S••••••••• to R••••• W• B•••• • C•• I•••••••••left May 4, 2022, registered Jul 20, 2022 (77 days) · Other
- W•••• F•••• A••••••• to N••••••••• M••••• I••••••••• S•••••••••left May 3, 2021, registered Jun 9, 2021 (37 days) · Other
- L•• F•••••••• L•• to W•••• F•••• A•••••••left May 17, 2005, registered Apr 24, 2007 (707 days) · Other
- C•••••••• G••••• M•••••• I••• to L•• F•••••••• L••left Apr 11, 2003, registered May 2, 2003 (21 days) · Other
Signals
- N••••• E•••••••• R••••• left N••••••••• M••••• I••••••••• S••••••••• for R••••• W• B•••• • C•• I••••••••• (registered 2022-07-20)May 4, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address