# WILLIAM ROBERT NELSON

WILLIAM ROBERT NELSON is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with FINANCIAL GRAVITY ASSET MANAGEMENT, INC., FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC](https://search.stillhousedata.com/firm/316024) | 2021-09-22 | present | Yes |
| [FINANCIAL GRAVITY ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/144008) | 2019-12-04 | present | Yes |
| [FORTA FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/28784) | 2018-01-18 | 2021-10-04 | — |
| [FREEDOM INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/126052) | 2004-05-04 | 2018-02-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4797755)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4797755.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.