William Robert Nelson appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. William Robert Nelson appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-02 | Form ADV | FREEDOM INVESTMENT MANAGEMENT, INC. | SHAREHOLDER | SOUTH WINDSOR, CT |
| 2025-12-23 | Form ADV | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | CIO | AUSTIN, TX |
| 2026-01-12 | Form ADV | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | MEMBER | LAKEWAY, TX |