Nathan M Smith is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with AVANTAX PLANNING PARTNERS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| AVANTAX PLANNING PARTNERS, INC. | 2025-12-22 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2024-07-15 | 2025-11-30 | — |