CA
Christopher Allen Nelson
CRD 2384935
Firms
| Firm | Role | As of |
|---|---|---|
| The Oak Ridge Financial Services Group, Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Burling Wealth Partners, Llc
Chief Compliance Officer · Less than 5% · Dec 2024
-
Bearing Point Capital, Llc
Chief Compliance Officer · Less than 5% · Nov 2024
-
Keyvantage Wealth, Llc
Chief Compliance Officer · Less than 5% · Nov 2024
-
Mjp Associates, Inc.
Chief Compliance Officer · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗