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Current Employers
William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-05-07
  • GA RA
    APPROVED
    Since 2025-05-07

Branch Locations

150 North Riverside Plaza, Chicago, IL 60606 • United States

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES

Atlanta, GA • 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
Equitable Advisors Llc New York NY 05/2023 08/2023
Auburn University Campus Recreation Auburn AL 01/2020 01/2023
Raymond James Winter Park FL 06/2021 08/2021
Volusia Rental & Equipment Deland FL 05/2019 05/2021
Volusia Rental & Equipment Deland FL 05/2018 08/2018
Auburn University Campus Recreation Auburn AL 01/2020 03/2020
Auburn University Auburn AL 08/2019 05/2023
Trinity Preparatory School Winter Park FL 08/2015 08/2019
Enactus At Auburn Auburn AL 08/2020 12/2021
Valic Financial Advisor, Inc. Atlanta GA 08/2023 06/2024
Agia Houston TX 09/2023 06/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Douglasville GA 06/2024 04/2025
Corebridge Financial Atlanta GA 09/2023 06/2024
Bank Of America, N.A. Douglasville GA 07/2024 04/2025
William Blair Alanta GA 05/2025 Present
  • 05/2023 → 08/2023
    New York, NY
  • 01/2020 → 01/2023
    Auburn University Campus Recreation
    Auburn, AL
  • 06/2021 → 08/2021
    Raymond James
    Winter Park, FL
  • 05/2019 → 05/2021
    Volusia Rental & Equipment
    Deland, FL
  • 05/2018 → 08/2018
    Volusia Rental & Equipment
    Deland, FL
  • 01/2020 → 03/2020
    Auburn University Campus Recreation
    Auburn, AL
  • 08/2019 → 05/2023
    Auburn University
    Auburn, AL
  • 08/2015 → 08/2019
    Trinity Preparatory School
    Winter Park, FL
  • 08/2020 → 12/2021
    Enactus At Auburn
    Auburn, AL
  • 08/2023 → 06/2024
    Valic Financial Advisor, Inc.
    Atlanta, GA
  • 09/2023 → 06/2024
    Agia
    Houston, TX
  • 06/2024 → 04/2025
    Douglasville, GA
  • 09/2023 → 06/2024
    Corebridge Financial
    Atlanta, GA
  • 07/2024 → 04/2025
    Bank Of America, N.A.
    Douglasville, GA
  • 05/2025 → Present
    Alanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-22
  • S66 Uniform Combined State Law Examination
    2023-03-22
Other Names
  • Carter Jon Nelson
  • Carter Nelson
  • Carter J Nelson

View on SEC IAPD

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