# Amy Nuttall Zwaan

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.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [YOSEMITE CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/124298) | 2026-07-31 | present | Yes |
| [ALEXANDER CAPITAL WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/157714) | 2024-10-25 | 2026-07-20 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2022-11-14 | 2024-05-29 | — |
| [WEALTHPLAN PARTNERS, LLC](https://search.stillhousedata.com/firm/305026) | 2020-01-07 | 2022-12-09 | — |
| [WEALTHPLAN PARTNERS](https://search.stillhousedata.com/firm/158935) | 2019-09-09 | 2020-07-10 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2018-11-29 | 2019-09-10 | — |
| [WCG WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/173194) | 2016-12-02 | 2018-12-03 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-09-14 | 2017-03-17 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2007-11-30 | 2010-09-14 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2004-12-03 | 2007-12-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4857906)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4857906.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.