Nathan Matthew Lenz is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2025-01-06 | present | Yes |
| WEALTHSHIELD LLC | 2018-07-31 | 2022-06-01 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2013-12-05 | 2016-08-17 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2011-06-13 | 2012-06-06 | — |
| AVANTAX ADVISORY SERVICES | 2008-02-29 | 2010-03-29 | — |