WILLIAM PATRICK NUGENT is an investment adviser representative (IAR) with state registration records since 2006, appearing at 9 firms. Currently registered with CONVEY WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MONARCH PLAN ADVISORS | 2023-08-11 | 2026-07-14 | — |
| ORIGIN INVESTMENT ADVISORY LLC | 2022-09-29 | 2026-01-12 | — |
| CONVEY WEALTH LLC | 2022-09-06 | present | Yes |
| COMPOSITION WEALTH, LLC | 2021-10-18 | 2022-02-18 | — |
| THE MATHER GROUP, LLC | 2019-07-29 | 2021-06-24 | — |
| MERCER GLOBAL ADVISORS INC. | 2015-05-21 | 2019-07-15 | — |
| STRATEGIC ADVISERS LLC | 2011-01-26 | 2015-05-05 | — |
| U.S. BANCORP ADVISORS, LLC | 2006-11-08 | 2008-06-20 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2006-04-21 | 2006-08-25 | — |