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.
Nathan Edward Bauer
- Business email
- nathan@pace-fa.comreportedpace-fa.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.
- Pace Financial Advisors independent RIA currentsince Mar 9, 2022 · Hillsboro, Or
- Financial Advocates Investment Management formerSep 17, 2020 to Apr 1, 2022 · Hillsboro, Or
- Ameriprise Financial Services, LLC national BDAug 11, 2017 to Sep 9, 2020 · Hillsboro, Or
- Edward Jones national BDOct 24, 2013 to Aug 14, 2017 · St Helens, Or
- Financial Advocates Investment Management to Pace Financial Advisorsleft Apr 1, 2022, registered Mar 9, 2022 (-23 days) · RIA to a newly registered adviser
- Ameriprise Financial Services, LLC to Financial Advocates Investment Managementleft Sep 9, 2020, registered Sep 17, 2020 (8 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Edward Jones to Ameriprise Financial Services, LLCleft Aug 14, 2017, registered Aug 11, 2017 (-3 days) · Affiliated broker-dealer or bank to another
- Nathan Edward Bauer left Financial Advocates Investment Management for Pace Financial Advisors (registered 2022-03-09)Apr 1, 2022 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address