# ERIK HENRY NELSON

ERIK HENRY NELSON is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with CORIENT PRIVATE WEALTH LP.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CORIENT PRIVATE WEALTH LP](https://search.stillhousedata.com/firm/319448) | 2022-09-15 | present | Yes |
| [DOWLING & YAHNKE, LLC](https://search.stillhousedata.com/firm/107672) | 2019-08-15 | 2023-03-31 | — |
| [WEATHERLY ASSET MANAGEMENT](https://search.stillhousedata.com/firm/106935) | 2016-06-02 | 2019-02-28 | — |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/7717) | 2015-10-09 | 2015-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6189494)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6189494.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.
