NATHAN RICHARDSON ALLEN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with HB WEALTH MANAGEMENT, LLC, WMS PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WMS PARTNERS, LLC | 2025-08-04 | present | Yes |
| HB WEALTH MANAGEMENT, LLC | 2025-01-29 | present | Yes |
| WMS PARTNERS, LLC | 2018-11-13 | 2025-06-27 | — |
| WARISAN CAPITAL MANAGEMENT | 2017-06-06 | 2018-07-16 | — |
| A.L. STUART INVESTMENTS, LLC | 2012-08-10 | 2017-06-08 | — |
| DEUTSCHE BANK SECURITIES INC. | 2006-08-31 | 2012-08-21 | — |
| UBS FINANCIAL SERVICES INC. | 2003-01-29 | 2006-09-12 | — |