Timothy David Nelson

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  L Myles Smith & Co
  Edmond, OK
• 07/2019 → 10/2019
  1St Global Capital, Corp.
  Edmond, OK
• 07/2019 → 10/2019
  1St Global Advisors, Inc.
  Edmond, OK
• 10/2019 → 01/2021
  Avantax Investment Services, Inc.
  Edmond, OK
• 10/2019 → 01/2021
  Avantax Advisory Services
  Edmond, OK
• 02/2021 → Present
  Merit Financial Group
  Alpharetta, GA
• 01/2023 → Present
  Lpl Financial Llc
  Edmond, OK

Previous Registrations

• 2019-10-30 → 2021-01-19
  Avantax Advisory Services
  Irving, TX

Other Businesses

1) 01/18/2023 - L. Myles Smith & Co, PC - Tax Prep/Accounting/CPA - Owner - Edmond, OK 73034 - Investment related - 180 Hours per month - Start date: 06/01/2015. 2) 01/18/2023 - LMS Wealth Management - Business Entity For Tax/Investment Purposes Only - Owner - Edmond, OK 73034 - Non Investment related - Start date: 11/06/2018. 3) 01/18/2023 - Wolfpack Ventures, LLC - Real Estate Rental - Co-Owner - 3330 French Park Dr., Edmond, OK 73034 - Investment related - Start date: 08/01/2018. 4) 01/18/2023 - Monarch Advisors LLC - Business Entity For Tax/Investment Purposes Only - Receives CPA consulting fees - Edmond, OK 73013 - Investment related - 20 Hours per month - Start date: 02/22/2016. 5) 01/18/2023 - LMS Technology, LLC - Business Owner - tech consulting services - Edmond, OK 73034 - Non Investment related - Start date: 01/01/2021. 6) 01/18/2023 - Bear Posse, LLC - Real Estate Rental - Co-Owner - 3330 French Park Dr, Edmond, OK 73034 - Investment related - Start date: 01/01/2021.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-30

Other Names

• Timothy David Nelson
• Timothy Nelson