Amy Nuttall Zwaan is an investment adviser representative (IAR) with state registration records since 2004, appearing at 9 firms. Currently registered with YOSEMITE CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| YOSEMITE CAPITAL MANAGEMENT | 2026-07-31 | present | Yes |
| ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | 2024-10-25 | 2026-07-20 | — |
| LPL FINANCIAL LLC | 2022-11-14 | 2024-05-29 | — |
| WEALTHPLAN PARTNERS, LLC | 2020-01-07 | 2022-12-09 | — |
| WEALTHPLAN PARTNERS | 2019-09-09 | 2020-07-10 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2018-11-29 | 2019-09-10 | — |
| WCG WEALTH ADVISORS, LLC | 2016-12-02 | 2018-12-03 | — |
| LPL FINANCIAL LLC | 2010-09-14 | 2017-03-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-11-30 | 2010-09-14 | — |
| UBS FINANCIAL SERVICES INC. | 2004-12-03 | 2007-12-10 | — |