DFX Intelligence
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.
Registered advisor
Nathan Pratt Budrow
Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Nathan Pratt Budrow
At current firm
5 y
since Jul 16, 2021
In the industry
23 y
since Mar 27, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Guardian Wealth Advisors, LLC independent RIA currentsince Jul 16, 2021 · Raleigh, Nc
- Northwestern Mutual Investment Services,LLC no RAUMMar 11, 2021 to Apr 29, 2021 · Boston, Ma
- Newport Capital Advisers LLC formerOct 6, 2014 to Dec 31, 2019 · North Quincy, Ma
- Nefpg independent RIAOct 2, 2012 to May 1, 2013 · Burlington, Ma
- Eastern Point Advisors Inc. unclassifiedMar 27, 2003 to Dec 9, 2003 · Topsfield, Ma
Moves
a registration end followed by a registration begin elsewhere
- Northwestern Mutual Investment Services,LLC to Guardian Wealth Advisors, LLCleft Apr 29, 2021, registered Jul 16, 2021 (78 days) · Other
- Newport Capital Advisers LLC to Northwestern Mutual Investment Services,LLCleft Dec 31, 2019, registered Mar 11, 2021 (436 days) · Other
- Nefpg to Newport Capital Advisers LLCleft May 1, 2013, registered Oct 6, 2014 (523 days) · Other
- Eastern Point Advisors Inc. to Nefpgleft Dec 9, 2003, registered Oct 2, 2012 (3220 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address