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
Natwian Vanderveer
Feed of 09/14/2026
Also filed as Nate Vanderveer
At current firm
1 y
since Jan 15, 2025
In the industry
10 y
since Jul 1, 2016 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
49
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Hilltop Securities Inc. BD affiliated currentsince Oct 30, 2025 · Dallas, Tx
- Momentum Independent Network Inc. BD affiliated currentsince Jan 15, 2025 · Dallas, Tx
- Primerica Advisors national BDSep 5, 2023 to Jul 11, 2024 · Richardson, Tx
- First Command Advisory Services BD affiliatedNov 8, 2018 to Feb 10, 2023 · Fort Worth, Tx
- Td Ameritrade Investment Management, LLC formerSep 21, 2016 to Jun 21, 2017 · San Diego, Ca
- Td Ameritrade, Inc. formerSep 21, 2016 to Jan 24, 2018 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Primerica Advisors to Momentum Independent Network Inc.left Jul 11, 2024, registered Jan 15, 2025 (188 days) · Affiliated broker-dealer or bank to another
- First Command Advisory Services to Primerica Advisorsleft Feb 10, 2023, registered Sep 5, 2023 (207 days) · Affiliated broker-dealer or bank to another
- Td Ameritrade, Inc. to First Command Advisory Servicesleft Jan 24, 2018, registered Nov 8, 2018 (288 days) · Other
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Jun 21, 2017, registered Sep 21, 2016 (-273 days) · channel change inside one enterprise, not a move
Signals
- Natwian Vanderveer left Primerica Advisors for Momentum Independent Network Inc. (registered 2025-01-15)Jul 11, 2024 · Advisor changed firm · fact
- Natwian Vanderveer left First Command Advisory Services for Primerica Advisors (registered 2023-09-05)Feb 10, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address