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Neill Parker Nelson

Principal Advised Services

Charlotte, NC

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Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-04-15
NC RA APPROVED 2025-04-15
  • IA RA
    APPROVED
    Since 2025-04-15
  • NC RA
    APPROVED
    Since 2025-04-15

Branch Locations

401 Mccullough Dr Ste 200, Charlotte, NC 28262 • 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
Mediant Communications Cary NC 05/2024 12/2024
Unemployed Holly Springs NC 12/2023 05/2024
North Carolina State University Raleigh NC 08/2019 12/2023
Ppd Wilmington NC 07/2022 03/2023
Swim Club Management Group Raleigh NC 07/2017 07/2020
Networks Basketball Raleigh NC 04/2017 07/2018
Apex Friendship High School Apex NC 06/2016 05/2019
Associate Staffing Charlotte NC 01/2025 04/2025
Principal Securities, Inc. Charlotte NC 02/2025 Present
Principal Advised Services Charlotte NC 04/2025 Present
Principal Life Insurance Company Charlotte NC 04/2026 Present
Principal Bank Charlotte NC 06/2026 Present
  • 05/2024 → 12/2024
    Mediant Communications
    Cary, NC
  • 12/2023 → 05/2024
    Unemployed
    Holly Springs, NC
  • 08/2019 → 12/2023
    North Carolina State University
    Raleigh, NC
  • 07/2022 → 03/2023
    Ppd
    Wilmington, NC
  • 07/2017 → 07/2020
    Swim Club Management Group
    Raleigh, NC
  • 04/2017 → 07/2018
    Networks Basketball
    Raleigh, NC
  • 06/2016 → 05/2019
    Apex Friendship High School
    Apex, NC
  • 01/2025 → 04/2025
    Associate Staffing
    Charlotte, NC
  • 02/2025 → Present
    Principal Securities, Inc.
    Charlotte, NC
  • 04/2025 → Present
    Principal Advised Services
    Charlotte, NC
  • 04/2026 → Present
    Principal Life Insurance Company
    Charlotte, NC
  • 06/2026 → Present
    Principal Bank
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-22
  • S66 Uniform Combined State Law Examination
    2025-03-22
Other Names
  • Neill Nelson
  • Parker Nelson

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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