# Joshua Paul Nelson

Joshua Paul Nelson is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with KEYSTONE FINANCIAL SERVICES.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [KEYSTONE FINANCIAL SERVICES](https://search.stillhousedata.com/firm/310623) | 2020-12-03 | present | Yes |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2017-01-17 | 2019-05-01 | — |
| [CWM, LLC](https://search.stillhousedata.com/firm/155344) | 2016-05-26 | 2021-01-26 | — |
| [WESTERN WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/167344) | 2014-04-17 | 2016-05-27 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-12-16 | 2015-10-30 | — |
| [ADDISON AVENUE FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/127283) | 2005-03-29 | 2010-12-23 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2001-04-25 | 2006-12-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3266165)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3266165.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.