David Lee Nelson appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. David Lee Nelson appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-26 | Form ADV | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | DALLAS, TX |