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RIA / WealthAdvisor21 years in industry

NATHAN ALLEN FREEMAN

Advisor at OLDFIELD WEALTH PARTNERS

BANGOR, ME

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Search this name across graphsid dfx:ria:4443fa29-852d-52d6-a6f9-0cdbfcc348e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Feb 2, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OLDFIELD WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 18, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jan 18, 2005
First registration: Feb 2, 2005
Dual registered: no
Other names: NATHAN FREEMAN|NATE FREEMAN|NATHAN ALLEN FREEMAN|NATHAN ALLEN ALLEN FREEMAN|NATHAN ALLEN FREEMAN
IAPD individual key: 4871519

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OLDFIELD WEALTH PARTNERS	Independent wealth	Jan 29, 2026	n/a	yes	BANGOR, ME	Current employment
MARINER INDEPENDENT	Independent wealth	Jul 15, 2025	Feb 2, 2026	no	Bangor, ME	Previous registration
OLDFIELD WEALTH PARTNERS	Independent wealth	Nov 1, 2024	Aug 19, 2025	no	BANGOR, ME	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 25, 2019	Nov 7, 2024	no	BANGOR, ME	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 26, 2011	Feb 5, 2019	no	BANGOR, ME	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 23, 2008	May 31, 2011	no	BANGOR, ME\|PORTLAND, ME\|BANGOR, ME\|PORTLAND, ME\|LEWISTON, ME\|BANGOR, ME\|LEWISTON, ME	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Dec 17, 2007	Jul 18, 2008	no	BREWER, ME	Previous registration
CHITTENDEN SECURITIES, LLC.	n/a	Jul 13, 2007	Dec 17, 2007	no	BANGOR, ME	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Sep 13, 2006	Jul 16, 2007	no	BANGOR, ME	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 2, 2005	May 3, 2006	no	BANGOR, ME	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MARINER INDEPENDENT	OLDFIELD WEALTH PARTNERS	Feb 2, 2026	Jan 29, 2026	-4	Firm change	RIA to RIA
OLDFIELD WEALTH PARTNERS	MARINER INDEPENDENT	Aug 19, 2025	Jul 15, 2025	-35	Firm change after gap	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	OLDFIELD WEALTH PARTNERS	Nov 7, 2024	Nov 1, 2024	-6	Firm change	Ibd to new firm
UBS FINANCIAL SERVICES INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Feb 5, 2019	Jan 25, 2019	-11	Firm change	Wirehouse to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS FINANCIAL SERVICES INC.	May 31, 2011	May 26, 2011	-5	Firm change	Wirehouse to wirehouse
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 18, 2008	Jun 23, 2008	-25	Firm change	Other
CHITTENDEN SECURITIES, LLC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 17, 2007	Dec 17, 2007	0	Firm change	Other
UVEST FINANCIAL SERVICES GROUP, INC.	CHITTENDEN SECURITIES, LLC.	Jul 16, 2007	Jul 13, 2007	-3	Firm change	Other
UBS FINANCIAL SERVICES INC.	UVEST FINANCIAL SERVICES GROUP, INC.	May 3, 2006	Sep 13, 2006	133	Firm change	Other

Relationships

Registered with (8)

→ OLDFIELD WEALTH PARTNERSRegistered adviserregistration: previous registration
Nov 1, 2024 to Aug 19, 2025factForm ADV
→ MARINER INDEPENDENTRegistered adviserregistration: previous registration
Jul 15, 2025 to Feb 2, 2026factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 25, 2019 to Nov 7, 2024factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 26, 2011 to Feb 5, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 23, 2008 to May 31, 2011factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Dec 17, 2007 to Jul 18, 2008factForm ADV
→ CHITTENDEN SECURITIES, LLC.Registered adviserregistration: previous registration
Jul 13, 2007 to Dec 17, 2007factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Sep 13, 2006 to Jul 16, 2007factForm ADV

Dated events

Occurred
Feb 2, 2026
Advisor changed firm
Nathan Allen Freeman left Mariner Independent for Oldfield Wealth Partners (registered 2026-01-29)
Form ADVobserved 5 days ago
Occurred
Aug 19, 2025
Advisor changed firm
Nathan Allen Freeman left Oldfield Wealth Partners for Mariner Independent (registered 2025-07-15)
Form ADVobserved 5 days ago
Occurred
Nov 7, 2024
Advisor changed firm
Nathan Allen Freeman left Raymond James Financial Services Advisors, Inc for Oldfield Wealth Partners (registered 2024-11-01)
Form ADVobserved 5 days ago