Nelson Owen Lake is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-01-26 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2022-01-26 | 2025-12-10 | — |
| J.P. MORGAN SECURITIES LLC | 2013-04-16 | 2021-12-02 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2009-11-23 | — |
| MORGAN STANLEY & CO. LLC | 2007-10-22 | 2009-06-01 | — |
| MORGAN STANLEY INVESTMENT ADVISORS INC. | 2007-07-19 | 2009-11-23 | — |