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Adam Tyler Nelson

United Capital Financial Advisors

Seattle, WA

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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-04-23
  • WA RA
    APPROVED
    Since 2024-04-23

Branch Locations

601 Union Street Ste 5301, Seattle, WA 98101 • 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
Bny Mellon Orlando FL 04/2011 01/2017
Bbjs Financial Advisors, Llc Seattle WA 01/2017 04/2024
United Capital Financial Advisors, Llc Irving TX 04/2024 Present
  • 04/2011 → 01/2017
    Bny Mellon
    Orlando, FL
  • 01/2017 → 04/2024
    Bbjs Financial Advisors, Llc
    Seattle, WA
  • 04/2024 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-04
  • S66 Uniform Combined State Law Examination
    2010-06-04
Designations
Other Names
  • Adam Nelson

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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