# Nelson Owen Lake

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..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2026-01-26 | present | Yes |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2022-01-26 | 2025-12-10 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2013-04-16 | 2021-12-02 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2009-11-23 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-10-22 | 2009-06-01 | — |
| [MORGAN STANLEY INVESTMENT ADVISORS INC.](https://search.stillhousedata.com/firm/104525) | 2007-07-19 | 2009-11-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1743636)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1743636.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.