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 Cole Goodman
Certified Financial Planner
Feed of 09/14/2026
At current firm
8 y
since Feb 7, 2018
In the industry
17 y
since Jun 25, 2009 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
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
- Family Investment Center independent RIA currentsince Feb 7, 2018 · Lenexa, Ks
- Bok Financial Advisors BD affiliatedNov 18, 2014 to Jan 29, 2018 · Overland Park, Ks
- Securian Financial Services, Inc. formerAug 5, 2009 to Jun 20, 2011 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
- Bok Financial Advisors to Family Investment Centerleft Jan 29, 2018, registered Feb 7, 2018 (9 days) · Other
- Securian Financial Services, Inc. to Bok Financial Advisorsleft Jun 20, 2011, registered Nov 18, 2014 (1247 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address