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ERIK HENRY NELSON
CRD#: 6189494
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Investment Adviser
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Previous Broker
CORIENTCRD#: 319448 12265 El Camino Real
Suite 300
San Diego, CA 92130
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2015 - 2015 (<1 year)IACORIENT (CRD# 319448)2022 - Present (2 years)IADOWLING & YAHNKE, LLC (CRD# 107672)2019 - 2023 (3 years)IAWEATHERLY ASSET MANAGEMENT (CRD# 106935)2016 - 2019 (2 years)
License(s)

State Registrations

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California 9/15/2022

Current Registration(s)
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CORIENT (CRD#:319448)
12265 El Camino Real Suite 300, San Diego, CA 92130
Registered with this firm since 9/15/2022

Previous Registration(s)
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08/15/2019 - 03/31/2023 DOWLING & YAHNKE, LLC (CRD#:107672) SAN DIEGO, CA
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06/02/2016 - 02/28/2019 WEATHERLY ASSET MANAGEMENT (CRD#:106935) DEL MAR, CA
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10/09/2015 - 12/31/2015 INDEPENDENT FINANCIAL GROUP, LLC (CRD#:7717) SAN DIEGO, CA
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08/10/2015 - 12/31/2015 INDEPENDENT FINANCIAL GROUP, LLC (CRD#:7717) SAN DIEGO, CA
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Broker
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Investment Adviser
Disclosures
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