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Diane Mcavoy Nelson

Shepherd Wealth Partners

Waxhaw, NC

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Current Employers
Shepherd Wealth Partners

Waxhaw, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-06
SC RA APPROVED 2026-03-06
  • NC RA
    APPROVED
    Since 2026-03-06
  • SC RA
    APPROVED
    Since 2026-03-06

Branch Locations

Waxhaw, NC • 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
Jennifer Marlowe Asheville NC 02/2023 03/2023
Self Employed Brevard NC 02/2018 10/2018
Transylvania County Transportation Brevard NC 07/2016 02/2018
Nelson Household Brevard NC 11/2018 06/2019
Self Employed Brevard NC 07/2019 12/2022
Self Employed Brevard NC 01/2023 Present
Northwestern Mutual Investment Services Llc Asheville NC 06/2023 Present
Kevin Pasarilla Asheville NC 03/2023 Present
Jennifer Marlowe Asheville NC 03/2023 Present
Kevin Pasarilla Asheville NC 02/2023 03/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 09/2023 Present
Kevin Mccormick Asheville NC 08/2024 Present
  • 02/2023 → 03/2023
    Jennifer Marlowe
    Asheville, NC
  • 02/2018 → 10/2018
    Self Employed
    Brevard, NC
  • 07/2016 → 02/2018
    Transylvania County Transportation
    Brevard, NC
  • 11/2018 → 06/2019
    Nelson Household
    Brevard, NC
  • 07/2019 → 12/2022
    Self Employed
    Brevard, NC
  • 01/2023 → Present
    Self Employed
    Brevard, NC
  • 06/2023 → Present
    Northwestern Mutual Investment Services Llc
    Asheville, NC
  • 03/2023 → Present
    Kevin Pasarilla
    Asheville, NC
  • 03/2023 → Present
    Jennifer Marlowe
    Asheville, NC
  • 02/2023 → 03/2023
    Kevin Pasarilla
    Asheville, NC
  • 09/2023 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2024 → Present
    Kevin Mccormick
    Asheville, NC
Other Businesses

1. COMMITTEE MEMBER, SAINT PHILIP'S CHURCH, 267 MAIN ST, BREVARD, NORTH CAROLINA, 28712, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 11/27/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SERVE ON CHURCH'S ENDOWMENT COMMITTEE. NON-INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-06
S63 Uniform Securities Agent State Law Examination 2023-09-05
  • S66 Uniform Combined State Law Examination
    2026-03-06
  • S63 Uniform Securities Agent State Law Examination
    2023-09-05
Other Names
  • Diane Elizabeth Mcavoy
  • Diane Elizabeth Mcavoy
  • Diane Mcavoy Nelson

View on SEC IAPD

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