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Current Employers
Nelson Advisory Services, Inc.

423 Country Club Dr., Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-14
  • FL RA
    APPROVED
    Since 2026-01-14

Branch Locations

423 Country Club Dr., Winter Park, FL 32789 • 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
Nelson Investment Planning Services, Inc Winter Park FL 08/2018 Present
Blue Jacket Grill Orlando FL 02/2018 08/2018
Five Guys Orlando FL 10/2017 02/2018
Winter Park High Schoo. Winter Park FL 08/2014 05/2018
Valencia College Orlando FL 08/2018 04/2020
Nelson Ivest Brokerage Services, Inc. Winter Park FL 05/2021 Present
Nelson Advisory Services, Inc. Winter Park FL 09/2025 Present
  • 08/2018 → Present
    Nelson Investment Planning Services, Inc
    Winter Park, FL
  • 02/2018 → 08/2018
    Blue Jacket Grill
    Orlando, FL
  • 10/2017 → 02/2018
    Five Guys
    Orlando, FL
  • 08/2014 → 05/2018
    Winter Park High Schoo.
    Winter Park, FL
  • 08/2018 → 04/2020
    Valencia College
    Orlando, FL
  • 05/2021 → Present
    Nelson Ivest Brokerage Services, Inc.
    Winter Park, FL
  • 09/2025 → Present
    Winter Park, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-08
  • S66 Uniform Combined State Law Examination
    2025-09-08

View on SEC IAPD

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