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Dawn Mcanly Nelson

Edward Jones

Lexington, KY

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-01
  • KY RA
    APPROVED
    Since 2025-01-01

Branch Locations

220 Ruccio Way Suite 180, Lexington, KY 40503 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Affinity Realty Of Kentucky Llc Danville KY 07/2005 12/2019
Lpl Financial, Llc Danville KY 04/2014 01/2019
Wesbanco Securities Inc Frankfort KY 01/2019 01/2019
Hd Vest Investment Services Danville KY 01/2019 12/2019
Hd Vest Advisory Services Danville KY 01/2019 12/2019
Hd Vest Insurance Agency, Llc Irving TX 01/2019 12/2019
Hd Vest Insurance Agency, Llc Irving TX 01/2019 12/2019
Edward Jones Saint Louis MO 12/2019 Present
  • 07/2005 → 12/2019
    Affinity Realty Of Kentucky Llc
    Danville, KY
  • 04/2014 → 01/2019
    Danville, KY
  • 01/2019 → 01/2019
    Frankfort, KY
  • 01/2019 → 12/2019
    Hd Vest Investment Services
    Danville, KY
  • 01/2019 → 12/2019
    Hd Vest Advisory Services
    Danville, KY
  • 01/2019 → 12/2019
    Hd Vest Insurance Agency, Llc
    Irving, TX
  • 01/2019 → 12/2019
    Hd Vest Insurance Agency, Llc
    Irving, TX
  • 12/2019 → Present
    Saint Louis, MO
Previous Registrations
Other Businesses

"Affinity Realty of Kentucky, LLC Type: Licensed Real Estate Broker Date: 07/05/19 Title: Real Estate Broker Trad Hrs: 0 Tot Hrs: 0 Desc: Maintain an escrowed Kentucky Real Estate Broker's License City-State: Danville KY" "Activity: Affinity Realty of Kentucky, LLC Type: Rental Real Estate Investment Date: 07/05/05 Title: Member Trad Hrs: 0 Tot Hrs: 0 Desc: Own a condominium under this LLC name that is currently being rented to my son. City-State: Danville KY"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-01
  • S66 Uniform Combined State Law Examination
    2014-10-01
Designations
Other Names
  • Dawn Marie Mcanly
  • Dawn Mcanly Nelson
  • Dawn M Nelson
  • Dawn Nelson

View on SEC IAPD

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