RIA Intelligence

NICKLES RICHARD HATFIELD II

Legal name: R. NICKLES AND COMPANY

CRD #111468 SEC #801-40313 ANAHEIM, CA 714-701-4952
SEC Registered Broker-Dealer
Total AUM
$36.4M
Discretionary
$21.8M
Employees
5
Clients
10
Accounts
231

Firm Details

Organization Type
Sole Proprietorship
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
VALLEJOS, SHARI ANNIFINOPNA
NICKLES, RICHARD HATFIELD IIISOLE PROPRIETORE Control
NICKLES, RICHARD, HATFIELDISOLE PROPRIETORE Control
NICKLES, RICHARD, HATFIELDISOLE PROPRIETORE Control

Registrations

Federal

IA
Apr 1, 2002 REGISTERED

Notice Filings (3)

CA NV TX

Address

1290 N. HANCOCK ST.
SUITE 203A
ANAHEIM, CA 92807
USA
Phone: 714-701-4952