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.

Current firm

ALLWORTH FINANCIAL, L.P.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 17, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Feb 17, 1993

First registration

Jan 10, 2012

Dual registered

no

Other names

NATALIE LYNN MORAN|NATALIE LYNN SWARTZ|NATALIE LYNN STILLMAN

IAPD individual key

2314765

• Occurred

  Dec 7, 2023
  Advisor changed firm

  Natalie Lynn Quirarte left Hall Private Wealth Advisors for Allworth Financial, L.P. (registered 2025-01-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7ab1dff4-76f4-78ad-7bda-a37eb3f5760f

First observed

Jan 10, 2012

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.