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RIA / WealthAdvisorCertified Financial Planner18 years in industry

MARGARET ROSE DOVER

Advisor at J. MARK NICKELL & CO.

BRENTWOOD, TN

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Search this name across graphsid dfx:ria:5f2abe17-4342-80aa-be0c-cf3ede4eb4d8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 2, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J. MARK NICKELL & CO.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S66
First exam: Nov 1, 2007
First registration: Nov 2, 2007
Dual registered: no
Other names: MARGO ROSE DELASHMUTT|MARGO WARD|MARGARET DELASHMUTT|MARGARET ROSE DELASHMUTT|MARGARET R WARD|MARGARET ROSE WARD
IAPD individual key: 5424084

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J. MARK NICKELL & CO.	Independent wealth	Apr 17, 2024	n/a	yes	BRENTWOOD, TN	Current employment
BLACKROCK INVESTMENT MANAGEMENT, LLC	Asset manager	May 4, 2018	Mar 26, 2024	no	PRINCETON, NJ\|FRANKLIN, TN\|PRINCETON, NJ	Previous registration
INVESTMENT PROFESSIONALS, INC.	Former SEC adviser	Jun 11, 2009	Feb 10, 2011	no	SAN ANTONIO, TX\|WEBSTER, TX\|THE WOODLANDS, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 2, 2007	May 29, 2009	no	THE WOODLANDS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BLACKROCK INVESTMENT MANAGEMENT, LLC	J. MARK NICKELL & CO.	Mar 26, 2024	Apr 17, 2024	22	Firm change	Other
INVESTMENT PROFESSIONALS, INC.	BLACKROCK INVESTMENT MANAGEMENT, LLC	Feb 10, 2011	May 4, 2018	2,640	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	INVESTMENT PROFESSIONALS, INC.	May 29, 2009	Jun 11, 2009	13	Firm change	Other

Relationships

Registered with (4)

→ J. MARK NICKELL & CO.Registered adviserregistration: current employment
Apr 17, 2024 to presentfactForm ADV
→ BLACKROCK INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 4, 2018 to Mar 26, 2024factForm ADV
→ INVESTMENT PROFESSIONALS, INC.Registered adviserregistration: previous registration
Jun 11, 2009 to Feb 10, 2011factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 2, 2007 to May 29, 2009factForm ADV

Dated events

Occurred
Mar 26, 2024
Advisor changed firm
Margaret Rose Dover left Blackrock Investment Management, Llc for J. Mark Nickell & Co. (registered 2024-04-17)
Form ADVobserved 3 days ago