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RIA / WealthAdvisor33 years in industry

JOSEPH LAURENS NICHOLSON

Advisor at NICHOLSON WEALTH MANAGEMENT GROUP

CHARLESTON, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9b96b149-1e87-29de-9278-3ce3ac683d05

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 4, 2002 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: NICHOLSON WEALTH MANAGEMENT GROUP
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: Aug 4, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Aug 4, 1993
First registration: Feb 4, 2002
Dual registered: no
Other names: JOE NICHOLSON
IAPD individual key: 2094678

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
NICHOLSON WEALTH MANAGEMENT GROUP	Independent wealth	Oct 3, 2023	n/a	yes	CHARLESTON, SC	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jul 21, 2017	Oct 11, 2023	no	CHARLESTON, SC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 15, 2002	Jul 21, 2017	no	CHARLESTON, SC\|CHARLESTON, SC	Previous registration
WACHOVIA SECURITIES, INC.	n/a	Feb 4, 2002	Jun 20, 2002	no	CHARLESTON, SC	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
WELLS FARGO ADVISORS	NICHOLSON WEALTH MANAGEMENT GROUP	Oct 11, 2023	Oct 3, 2023	-8	Firm change	Wirehouse to new firm
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Jul 21, 2017	Jul 21, 2017	0	Channel change	Wirehouse to wirehouse
WACHOVIA SECURITIES, INC.	WELLS FARGO ADVISORS	Jun 20, 2002	Jun 15, 2002	-5	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
11025:327001:SC:2023-10-09	Oct 11, 2023	Oct 3, 2023	CHARLESTON, SC	Firm change

Relationships

Registered with (4)

→ NICHOLSON WEALTH MANAGEMENT GROUPRegistered adviserregistration: current employment
Oct 3, 2023 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 21, 2017 to Oct 11, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 15, 2002 to Jul 21, 2017factForm ADV
→ WACHOVIA SECURITIES, INC.Registered adviserregistration: previous registration
Feb 4, 2002 to Jun 20, 2002factForm ADV

Dated events

Occurred
Oct 11, 2023
Advisor changed firm
Joseph Laurens Nicholson left Wells Fargo Advisors for Nicholson Wealth Management Group (registered 2023-10-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b96b149-1e87-29de-9278-3ce3ac683d05
First observed: Feb 4, 2002
Last observed: Sep 14, 2026 7 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.

JOSEPH LAURENS NICHOLSON

Advisor at NICHOLSON WEALTH MANAGEMENT GROUP

CHARLESTON, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9b96b149-1e87-29de-9278-3ce3ac683d05

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:34 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

NICHOLSON WEALTH MANAGEMENT GROUP

Independent wealth

Oct 3, 2023

n/a

yes

CHARLESTON, SC

Current employment

WELLS FARGO ADVISORS

Wirehouse

Jul 21, 2017

Oct 11, 2023

CHARLESTON, SC

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jun 15, 2002

Jul 21, 2017

CHARLESTON, SC|CHARLESTON, SC

Previous registration

WACHOVIA SECURITIES, INC.

n/a

Feb 4, 2002

Jun 20, 2002

CHARLESTON, SC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

NICHOLSON WEALTH MANAGEMENT GROUP

Oct 11, 2023

Oct 3, 2023

-8

Firm change

Wirehouse to new firm

WELLS FARGO ADVISORS

Jul 21, 2017

Channel change

Wirehouse to wirehouse

WACHOVIA SECURITIES, INC.

WELLS FARGO ADVISORS

Jun 20, 2002

Jun 15, 2002

-5

Bulk transfer

Other

Team

Left

Joined

From

Kind

11025:327001:SC:2023-10-09

Oct 11, 2023

Oct 3, 2023

CHARLESTON, SC

Firm change