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.

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.

Registered advisor

N••••• L•••

J••• M••••• S••••••••• L••wirehouseBoynton Beach, Fldual registrantIAPD 6175265

Feed of 09/14/2026

Also filed as Nathan D Lowe

At current firm

1 y

since Mar 25, 2025

In the industry

14 y

since Aug 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••• M••••• S••••••••• L•• wirehouse current
since Mar 25, 2025 · Boynton Beach, Fl
T••••• A••••••• S•••••••• I••• BD affiliated
Sep 26, 2022 to Mar 18, 2025 · Lantana, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 22, 2017 to Sep 13, 2022 · Stuart, Fl
W•••• F•••• A••••••• wirehouse
Jun 10, 2013 to Aug 24, 2017 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

T••••• A••••••• S•••••••• I••• to J••• M••••• S••••••••• L••
left Mar 18, 2025, registered Mar 25, 2025 (7 days) · Affiliated broker-dealer or bank to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to T••••• A••••••• S•••••••• I•••
left Sep 13, 2022, registered Sep 26, 2022 (13 days) · Wirehouse to affiliated broker-dealer or bank
W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Aug 24, 2017, registered Sep 22, 2017 (29 days) · Wirehouse to wirehouse · moved with a team

Signals

N••••• L••• left T••••• A••••••• S•••••••• I••• for J••• M••••• S••••••••• L•• (registered 2025-03-25)
Mar 18, 2025 · Advisor changed firm · fact
N••••• L••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for T••••• A••••••• S•••••••• I••• (registered 2022-09-26)
Sep 13, 2022 · Advisor changed firm · fact

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: Wirehousederived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address