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Brooks Phillips Nelson

Nelson Capital Management, LLC

Menlo Park, CA

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Current Employers
Nelson Capital Management, Llc

545 Middlefield Road Suite 200, Menlo Park, CA 94025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-05-15
  • CA RA
    APPROVED
    Since 2015-05-15

Branch Locations

545 Middlefield Road Suite 200, Menlo Park, CA 94025 • 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 Capital Management, Llc Menlo Park CA 02/2004 Present
Previous Registrations
  • 2003-02-03 → 2005-01-28
    Nelson Capital Management
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-03-05
S63 Uniform Securities Agent State Law Examination 1984-06-01
  • S65 Uniform Investment Adviser Law Examination
    1996-03-05
  • S63 Uniform Securities Agent State Law Examination
    1984-06-01
Designations

View on SEC IAPD

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