Nelson Robert of Shreveport, LA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Nelson Robert appears on 10 filing roles across Form ADV (9), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CAPINSIGHTS PARTNERS, LLC | CO-FOUNDER AND CEO | GREENWICH, CT |
| — | Form ADV | MAGNITUDE CAPITAL, LLC | GENERAL COUNSEL, MEMBER | NEW YORK, NY |
| — | Form ADV | FREEDOM INVESTMENT MANAGEMENT, INC. | CHIEF INVESTMENT OFFICER | SOUTH WINDSOR, CT |
| — | Form ADV | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | CIO | AUSTIN, TX |
| — | Form ADV | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | MEMBER | LAKEWAY, TX |
| — | Form ADV | HUDSON STRUCTURED CAPITAL MANAGEMENT LTD. | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | STAMFORD, CT |
| — | Form ADV | NXG INVESTMENT MANAGEMENT | CHIEF FINANCIAL OFFICER | DALLAS, TX |
| — | Form ADV | FORTA FINANCIAL GROUP, INC. | SHAREHOLDER | GREENWOOD VILLAGE, CO |
| — | Form ADV | 3D/L CAPITAL MANAGEMENT, LLC | SHAREHOLDER | HARTFORD, CT |
| 2025-03-14 | Form D | Finney S11 3 Joint Venture | Executive Officer | SHREVEPORT, LA |