NELSON BRETT ALAN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. NELSON BRETT ALAN appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MERCER GLOBAL ADVISORS INC. | CHIEF COMPLIANCE OFFICER AND DEPUTY GENERAL COUNSEL | DENVER, CO |
| — | Form ADV | CORUS FAMILY WEALTH ADVISORS, INC. | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | MCKINNEY, TX |
| — | Form ADV | PINNACLE INVESTMENT MANAGEMENT INC | CHIEF COMPLIANCE OFFICER | SIMSBURY, CT |
| — | Form ADV | RAY MIGNONE & ASSOCIATES, INC. | CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | WEALTH DESIGN SERVICES INC. | CHIEF COMPLIANCE OFFICER | ROCHESTER, NY |
| — | Form ADV | SOVEREIGN FINANCIAL SERVICES, INC. | CHIEF INVESTMENT OFFICER | DENVER, CO |
| — | Form ADV | GFS PRIVATE WEALTH, LLC | CCO | CLEARWATER, FL |