Amy Greenberg Nelson

Current Employers

Employment History

• 09/2016 → 06/2021
  Edward Jones
  Santa Fe, MO
• 06/2021 → 03/2023
  Rfg Advisory, Llc Dba Apple Tree Lane Wealth Management
  Santa Fe, NM
• 06/2021 → 03/2023
  Private Client Services
  Santa Fe, NM
• 03/2023 → Present
  Lpl Financial Llc
  Santa Fe, NM
• 03/2023 → 06/2025
  Householder Group Estate And Retirement Specialists, Llc
  Scottsdale, AZ
• 06/2025 → Present
  Gateway Wealth Partners, Llc
  Santa Fe, NM

Previous Registrations

• 2023-03-27 → 2025-10-08
  Householder Group Estate & Retirement Specialists
  Scottsdale, AZ
• 2021-06-01 → 2023-04-12
  Rfg Advisory, Llc
  Vestavia Hills, AL
  Santa Fe, NM
  Santa Fe, NM
  Santa Fe, NM
• 2016-09-14 → 2021-06-02
  Edward Jones
  Santa Fe, NM
  Santa Fe, NM
  St Louis, MO
  Santa Fe, NM
  Santa Fe, NM

Other Businesses

1. 03/24/2023 - LPL Financial dba Gateway Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/31/2023 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% 3. 06/01/2025 - Gateway Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 06/01/2025 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. 4. 10/31/2023 - MS Insentra - Inv Related - At Reported Business location(s) - Non-Variable Insurance - Start Date: 10/9/2023 - 5 Hrs/Mo; 3 Hrs During Trading

Exams

• S66 Uniform Combined State Law Examination
  2016-01-28

Other Names

• Amy Greenberg Nelson
• Amy Shure Nelson
• Amy Shure Greenberg
• Amy S Greenberg
• Amy S Nelson
• Amy G Nelson