# WILLIAM PATRICK NUGENT

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MONARCH PLAN ADVISORS](https://search.stillhousedata.com/firm/286612) | 2023-08-11 | 2026-07-14 | — |
| [ORIGIN INVESTMENT ADVISORY LLC](https://search.stillhousedata.com/firm/305353) | 2022-09-29 | 2026-01-12 | — |
| [CONVEY WEALTH LLC](https://search.stillhousedata.com/firm/322622) | 2022-09-06 | present | Yes |
| [COMPOSITION WEALTH, LLC](https://search.stillhousedata.com/firm/143483) | 2021-10-18 | 2022-02-18 | — |
| [THE MATHER GROUP, LLC](https://search.stillhousedata.com/firm/156005) | 2019-07-29 | 2021-06-24 | — |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2015-05-21 | 2019-07-15 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2011-01-26 | 2015-05-05 | — |
| [U.S. BANCORP ADVISORS, LLC](https://search.stillhousedata.com/firm/14455) | 2006-11-08 | 2008-06-20 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2006-04-21 | 2006-08-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2956882)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2956882.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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