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Registered advisor
N•••••••• T••••• H••••••
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Nate Taylor Haskell
At current firm
3 y
since Feb 20, 2023
In the industry
11 y
since Sep 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
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
- C•••••• independent RIA currentsince Feb 20, 2023 · Seattle, Wa
- C••••••• P•••••• W••••• M••••••••• formerJun 3, 2020 to Aug 31, 2023 · Seattle, Wa
- C•••••• A•••• M••••••••• L•• independent RIASep 17, 2019 to May 27, 2020 · Chicago, Il
- G•••••• S•••• W••••• S•••••••• L••• BD affiliatedJan 11, 2018 to Aug 23, 2019 · Latham, Ny
Moves
a registration end followed by a registration begin elsewhere
- C••••••• P•••••• W••••• M••••••••• to C••••••left Aug 31, 2023, registered Feb 20, 2023 (-192 days) · corporate re-registration, not a move
- C•••••• A•••• M••••••••• L•• to C••••••• P•••••• W••••• M•••••••••left May 27, 2020, registered Jun 3, 2020 (7 days) · RIA to RIA
- G•••••• S•••• W••••• S•••••••• L••• to C•••••• A•••• M••••••••• L••left Aug 23, 2019, registered Sep 17, 2019 (25 days) · Affiliated broker-dealer or bank to independent RIA
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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address