Nathan Beard is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with BEARD FINANCIAL PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BEARD FINANCIAL PLANNING LLC | 2026-04-15 | present | Yes |
| UPWARD FINANCIAL PLANNING, LLC | 2025-11-20 | 2025-12-31 | — |