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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

Nathan Johns Irby

Advisor at WESTPARK WEALTH ADVISORS, INC.

Baton Rouge, LA | HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd00c6d0-8583-3c69-0f95-42fc57476c9d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 26, 2017 to Sep 15, 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: WESTPARK WEALTH ADVISORS, INC.
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: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 25, 2017
First registration: Sep 26, 2017
Dual registered: yes, broker-dealer
Other names: Nathan Irby
IAPD individual key: 6823924

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
WESTPARK WEALTH ADVISORS, INC.	Independent wealth	Jan 2, 2019	n/a	yes	Baton Rouge, LA\|HOUSTON, TX\|Baton Rouge, LA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 26, 2017	Jan 2, 2019	no	BATON ROUGE, LA	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WESTPARK WEALTH ADVISORS, INC.	Jan 2, 2019	Jan 2, 2019	0	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ WESTPARK WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Jan 2, 2019 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 26, 2017 to Jan 2, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd00c6d0-8583-3c69-0f95-42fc57476c9d
First observed: Sep 26, 2017
Last observed: Sep 15, 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.

Nathan Johns Irby

Advisor at WESTPARK WEALTH ADVISORS, INC.

Baton Rouge, LA | HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd00c6d0-8583-3c69-0f95-42fc57476c9d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WESTPARK WEALTH ADVISORS, INC.

Independent wealth

Jan 2, 2019

n/a

yes

Baton Rouge, LA|HOUSTON, TX|Baton Rouge, LA

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Sep 26, 2017

Jan 2, 2019

BATON ROUGE, LA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WESTPARK WEALTH ADVISORS, INC.

Jan 2, 2019

Firm change

Wirehouse to RIA