# Nathan Matthew Lenz

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONCURRENT INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/323135) | 2025-01-06 | present | Yes |
| [WEALTHSHIELD LLC](https://search.stillhousedata.com/firm/288875) | 2018-07-31 | 2022-06-01 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2013-12-05 | 2016-08-17 | — |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2011-06-13 | 2012-06-06 | — |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2008-02-29 | 2010-03-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5355530)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5355530.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.