Thomas E Nelson appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Thomas E Nelson appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | OBERMEYER WEALTH PARTNERS | DIRECTOR | ASPEN, CO |
| 2025-02-20 | Form ADV | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | PRESIDENT/CCO | KETCHUM, ID |
| — | Form ADV | VERITY AND VERITY, LLC | MEMBER, DIRECTOR, CHIEF INVESTMENT OFFICER | BEAUFORT, SC |
| — | Form ADV | THOMASPARTNERS, INC. | PRESIDENT | BOSTON, MA |
| — | Form ADV | WELLESLEY INVESTMENT PARTNERS, LLC | CHIEF INVESTMENT OFFICER | WELLESLEY, MA |