RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
N••••• L•• W•••••
- Title
- Certified Tax Specialist™, Certified Estate & Trust Specialist™, Fiduciary Investment Advisor Independence Moneyreportedcompassfmllc.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/nathan-wilson-620b0761reportedcompassfmllc.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C•••••• F•••••••• M••••••••• L•• independent RIA currentsince Sep 11, 2023 · Bellvue, Co
- G••••••••• W••••• S••••••••• L•• unclassifiedNov 15, 2007 to Oct 30, 2023 · Ft. Collins, Co
- E•••••••• A••••••• I•• unclassifiedJan 11, 2007 to Dec 31, 2007 · Roseville, Ca
- B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• BD affiliatedApr 28, 2006 to Dec 31, 2006 · Arlington, Tx
- G•• S••••••••• I••• BD affiliatedJan 18, 2005 to Apr 25, 2006 · Mckinney, Tx
- P•• A•••• M••••••••• I•• unclassifiedJan 29, 2004 to Dec 31, 2004 · Plano, Tx
- U•• F•••••••• S••••••• I••• wirehouseMay 25, 2001 to Jul 1, 2002 · Plano, Tx
- G••••••••• W••••• S••••••••• L•• to C•••••• F•••••••• M••••••••• L••left Oct 30, 2023, registered Sep 11, 2023 (-49 days) · Other
- E•••••••• A••••••• I•• to G••••••••• W••••• S••••••••• L••left Dec 31, 2007, registered Nov 15, 2007 (-46 days) · Other
- B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• to E•••••••• A••••••• I••left Dec 31, 2006, registered Jan 11, 2007 (11 days) · Other
- G•• S••••••••• I••• to B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••left Apr 25, 2006, registered Apr 28, 2006 (3 days) · Other
- P•• A•••• M••••••••• I•• to G•• S••••••••• I•••left Dec 31, 2004, registered Jan 18, 2005 (18 days) · Other
- U•• F•••••••• S••••••• I••• to P•• A•••• M••••••••• I••left Jul 1, 2002, registered Jan 29, 2004 (577 days) · Other
- N••••• L•• W••••• left G••••••••• W••••• S••••••••• L•• for C•••••• F•••••••• M••••••••• L•• (registered 2023-09-11)Oct 30, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address