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William Joseph Nelson

Pacesetter Planning LLC

Arlington, VA

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Current Employers
Pacesetter Planning Llc

Arlington, VA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-07-14
VA RA APPROVED 2020-03-06
MA RA APPROVED 2018-08-22
  • CA RA
    APPROVED
    Since 2020-07-14
  • VA RA
    APPROVED
    Since 2020-03-06
  • MA RA
    APPROVED
    Since 2018-08-22

Branch Locations

Arlington, VA • 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
OrganizationCityStateFromTo
Kaplan Philadelphia PA 08/2016 12/2018
Pacesetter Planning Llc Natick MA 08/2016 Present
Previous Registrations
  • 2015-10-30 → 2016-08-03
    Edward Jones
    Philadelphia, PA
    Philadelphia, PA
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-18
S66 Uniform Combined State Law Examination 2015-09-04
  • S65 Uniform Investment Adviser Law Examination
    2016-08-18
  • S66 Uniform Combined State Law Examination
    2015-09-04
Designations
Other Names
  • William Joseph Nelson
  • William Joseph Nelson

View on SEC IAPD

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