Investment adviser representative · Collective Wealth Advisors LLC
Dewayne R. Nelson Jr.
CRD 2360518 · Coppell, TX
At a glance
Dewayne R. Nelson Jr. is an investment adviser representative with Collective Wealth Advisors LLC in Coppell, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dewayne’s SEC record dates to 2001, about 25 years ago.
Current advisory firm
- Collective Wealth Advisors LLCSince August 2017Coppell, TX · $157M in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dewayne’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.