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.

Current firm

HIGHLINE PRIVATE WEALTH, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Feb 7, 2020

First registration

Apr 7, 2021

Dual registered

no

Other names

NELSON GREENE|Nelson W Greene

IAPD individual key

7099438

• Occurred

  Apr 2, 2024
  Advisor changed firm

  Nelson William Greene left Financial Independence Advisors, Llc for Highline Private Wealth, Llc (registered 2024-10-03)

  Form ADVobserved 6 days ago
• Occurred

  Jan 4, 2023
  Advisor changed firm

  Nelson William Greene left Parkside Investments, Llc for Financial Independence Advisors, Llc (registered 2023-02-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:69b96f16-88a1-ffa2-9a99-2355945589ff

First observed

Apr 7, 2021

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.