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RIA / WealthAdvisorCertified Financial Planner14 years in industry

NATHAN ANGEL FORRISTAL-GARCIA

Advisor at STRATEGIC WEALTH PARTNERS, LTD.

Columbia, MD

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Search this name across graphsid dfx:ria:fb7cb41f-c676-b480-7119-7b3ef0da3ded

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2012 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: STRATEGIC WEALTH PARTNERS, LTD.
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 19, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 19, 2012
First registration: Mar 15, 2012
Dual registered: no
Other names: NATHAN FORRISTAL-GARCIA|NATHAN GARCIA
IAPD individual key: 5904611

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
STRATEGIC WEALTH PARTNERS, LTD.	Independent wealth	Oct 11, 2017	n/a	yes	Columbia, MD	Current employment
WESTBOURNE INVESTMENTS, INC.	Independent wealth	Mar 31, 2015	Oct 13, 2017	no	ALEXANDRIA, VA	Previous registration
CAMPBELL WEALTH MANAGEMENT, INC.	Former SEC adviser	Mar 10, 2014	Mar 25, 2015	no	ALEXANDRIA, VA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 1, 2013	Sep 26, 2014	no	ALEXANDRIA, VA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Feb 7, 2013	Sep 3, 2013	no	HUNT VALLEY, MD	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Mar 15, 2012	Nov 8, 2012	no	ROCKVILLE, MD	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
WESTBOURNE INVESTMENTS, INC.	STRATEGIC WEALTH PARTNERS, LTD.	Oct 13, 2017	Oct 11, 2017	-2	Firm change	Other
CAMPBELL WEALTH MANAGEMENT, INC.	WESTBOURNE INVESTMENTS, INC.	Mar 25, 2015	Mar 31, 2015	6	Firm change	Other
LPL FINANCIAL LLC	CAMPBELL WEALTH MANAGEMENT, INC.	Sep 26, 2014	Mar 10, 2014	-200	Firm change after gap	Other
MML INVESTORS SERVICES, LLC	LPL FINANCIAL LLC	Sep 3, 2013	Oct 1, 2013	28	Firm change	Other
PARK AVENUE SECURITIES LLC	MML INVESTORS SERVICES, LLC	Nov 8, 2012	Feb 7, 2013	91	Firm change	Other

Relationships

Registered with (6)

→ STRATEGIC WEALTH PARTNERS, LTD.Registered adviserregistration: current employment
Oct 11, 2017 to presentfactForm ADV
→ WESTBOURNE INVESTMENTS, INC.Registered adviserregistration: previous registration
Mar 31, 2015 to Oct 13, 2017factForm ADV
→ CAMPBELL WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 10, 2014 to Mar 25, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 1, 2013 to Sep 26, 2014factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Feb 7, 2013 to Sep 3, 2013factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Mar 15, 2012 to Nov 8, 2012factForm ADV

Dated events

No dated event names this entity yet.