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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Amy Greenberg Nelson

Advisor at GATEWAY WEALTH PARTNERS, LLC

APPLETON, WI | Santa Fe, NM

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Search this name across graphsid dfx:ria:cc90b4ae-2a25-4813-4fb5-bcf18f4c0e7f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 14, 2016 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: GATEWAY WEALTH PARTNERS, LLC
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: Jan 28, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 28, 2016
First registration: Sep 14, 2016
Dual registered: yes, broker-dealer
Other names: AMY GREENBERG NELSON|AMY SHURE NELSON|AMY SHURE GREENBERG|AMY S GREENBERG|AMY S Nelson|Amy G Nelson
IAPD individual key: 6356249

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
GATEWAY WEALTH PARTNERS, LLC	Independent wealth	Jun 30, 2025	n/a	yes	Santa Fe, NM\|APPLETON, WI	Current employment
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS	Former SEC adviser	Mar 27, 2023	Oct 8, 2025	no	SCOTTSDALE, AZ	Previous registration
RFG ADVISORY, LLC	Independent wealth	Jun 1, 2021	Apr 12, 2023	no	VESTAVIA HILLS, AL\|SANTA FE, NM\|SANTA FE, NM\|SANTA FE, NM	Previous registration
EDWARD JONES	National bd RIA	Sep 14, 2016	Jun 2, 2021	no	SANTA FE, NM\|Santa Fe, NM\|ST LOUIS, MO\|SANTA FE, NM\|SANTA FE, NM	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
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS	GATEWAY WEALTH PARTNERS, LLC	Oct 8, 2025	Jun 30, 2025	-100	Firm change after gap	RIA to RIA
RFG ADVISORY, LLC	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS	Apr 12, 2023	Mar 27, 2023	-16	Firm change	RIA to RIA
EDWARD JONES	RFG ADVISORY, LLC	Jun 2, 2021	Jun 1, 2021	-1	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ GATEWAY WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Jun 30, 2025 to presentfactForm ADV
→ HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTSRegistered adviserregistration: previous registration
Mar 27, 2023 to Oct 8, 2025factForm ADV
→ RFG ADVISORY, LLCRegistered adviserregistration: previous registration
Jun 1, 2021 to Apr 12, 2023factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 14, 2016 to Jun 2, 2021factForm ADV

Dated events

Occurred
Oct 8, 2025
Advisor changed firm
Amy Greenberg Nelson left Householder Group Estate & Retirement Specialists for Gateway Wealth Partners, Llc (registered 2025-06-30)
Form ADVobserved 4 days ago
Occurred
Apr 12, 2023
Advisor changed firm
Amy Greenberg Nelson left Rfg Advisory, Llc for Householder Group Estate & Retirement Specialists (registered 2023-03-27)
Form ADVobserved 4 days ago