Dewayne Nelson has been an investment adviser representative at Collective Wealth Advisors since August 2017, and is not listed among the firm’s executive officers or direct owners.
Collective Wealth Advisors LLC is a Coppell, TX firm with $157M under management, 224 clients and 5 advisers across 3 offices, as of its July 2026 filing.
Dewayne Nelson’s longest registration was 9 years at Geneos Wealth Management, Inc. (2008–2017). Before joining Collective Wealth Advisors in 2017, Dewayne Nelson was registered through Geneos Wealth Management, Inc. and NRP Financial, Inc.
- – present · 9 yearsCoppell, TX · Adviser representative · Firm CRD 289157
- Geneos Wealth Management, Inc.– · 9 yearsCoppell, TX · Adviser representative · Firm CRD 120894
- NRP Financial, Inc.– · 5 yearsAddison, TX · Adviser representative · Firm CRD 103717
- MML Investors Services, Inc.– · 1 yearDallas, TX · Adviser representative · Firm CRD 10409
- HFG Advisors, L.L.C.– · 1 yearDallas, TX · Adviser representative · Firm CRD 110138
Investment adviser representative registrations
Dewayne Nelson is registered as an investment adviser representative in Texas, since August 2017.
- TexasSince 11 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 August 2001 |
| Series 7 | General Securities Representative Examination | 12 January 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 February 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 December 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Dewayne Ray Nelson
- CRD
- 2360518
- Firm
- Collective Wealth Advisors · CRD 289157
- Office
- 713 MAIN STREET, Coppell, TX 75019
- Registration
- Investment adviser registration
- In the industry since
- June 1994
- Disciplinary history
- Not yet shown here · SEC record
Where does Dewayne Nelson work?
Dewayne Nelson is an investment adviser representative registered through Collective Wealth Advisors LLC since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Dewayne Nelson a financial advisor?
Yes. Dewayne Nelson has a current investment-adviser registration in Texas, through Collective Wealth Advisors since August 2017.
How many years of experience does Dewayne Nelson have?
Dewayne Nelson has 32 years in the financial industry, since June 1994, across 5 adviser firms.
What exams has Dewayne Nelson passed?
Dewayne Nelson has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 63, was passed in December 1993. FINRA credited Dewayne Nelson with the SIE, which began in October 2018.
Where did Dewayne Nelson work before Collective Wealth Advisors?
Before Collective Wealth Advisors, Dewayne Nelson was registered through Geneos Wealth Management, Inc., April 2008 to August 2017; NRP Financial, Inc., January 2003 to March 2008; MML Investors Services, Inc., May 2001 to January 2003; HFG Advisors, L.L.C., May 2001 to December 2002.
Where is Dewayne Nelson based?
Dewayne Nelson’s registered office is in Coppell, TX.
Is Dewayne Nelson registered with FINRA?
No. Dewayne Nelson has no current broker registration.
How can I verify Dewayne Nelson’s record?
Search CRD 2360518 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dewayne Nelson’s full registration record.