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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-08 |
| AZ | RA | APPROVED | 2024-08-20 |
Branch Locations
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2023 | 06/2024 |
| Nelson Financial Services | Scottsdale | AZ | 08/2021 | 10/2023 |
| Arizona State University | Tempe | AZ | 07/2020 | 08/2022 |
| Mc Companies | Scottsdale | AZ | 05/2021 | 08/2021 |
| Scottsdale Community College | Scottsdale | AZ | 08/2018 | 06/2020 |
| Borough Of Manhattan Community College | New York | NY | 08/2017 | 07/2018 |
| Baked Bear | Scottsdale | AZ | 03/2017 | 07/2017 |
| Unemployed | Scottsdale | AZ | 09/2013 | 02/2017 |
| Eversource Wealth Advisors, Llc | New York | NY | 08/2024 | Present |
Since 2023, Ryan Nelson has been an independent insurance agent selling non-variable insurance products. He spends approximately 80 hours per month on this activity, all during trading hours. This is an investment-related outside business activity. He does so from his business address 8355 E. Hartford, Suite 102, Scottsdale, AZ 85255.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-05 |
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