CHASE DION NELSON is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2026-05-05 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-03-19 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-12-04 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-12-02 | 2024-04-17 | — |
| T. ROWE PRICE ADVISORY SERVICES, INC. | 2021-07-29 | 2022-02-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-05-22 | 2021-04-05 | — |