Eric T Nelson

Current Employers

Independence Wealth

221 Laurel Road Suite 180, Voorhees, NJ 08043 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2020-10-09
NJ	RA	APPROVED	2018-07-27

PA RA
APPROVED

Since 2020-10-09
NJ RA
APPROVED

Since 2018-07-27

Branch Locations

221 Laurel Road Suite 180, Voorhees, NJ 08043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Woloshin Investment Management	Medford	NJ	09/2012	07/2018
Independence Wealth Advisory Services Llc	Voorhees	NJ	07/2018	Present

09/2012 → 07/2018

Woloshin Investment Management

Medford, NJ
07/2018 → Present

Independence Wealth Advisory Services Llc

Voorhees, NJ

Previous Registrations

2013-01-31 → 2018-07-26

Woloshin Investment Management, Llc

Medford, NJ

Other Businesses

Life & Health insurance agent - Sales and Service. 221 Laurel Road, Suite 180, Voorhees, NJ 08043. Approximately 5-10 hours per week during securities trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-12-03

S66 Uniform Combined State Law Examination

2012-12-03

Designations

Other Names

Eric Nelson

View on SEC IAPD

Current Employers

Independence Wealth

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

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