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Nathan Harold Dunham

Core Wealth Advisors, Inc.

Lakeland, FL

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Current Employers
Core Wealth Advisors, Inc.

124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-03-27
FL RA APPROVED 2015-03-12
  • TX RA
    APPROVED
    Since 2015-03-27
  • FL RA
    APPROVED
    Since 2015-03-12

Branch Locations

124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Core Wealth Advisors, Inc. Lakeland FL 11/2013 Present
Dunham Financial Services Lakeland FL 07/2010 12/2016
Previous Registrations
  • 2013-11-19 → 2015-03-31
    Calton & Associates, Inc.
    Lakeland, FL
    Tampa, FL
  • 2000-03-17 → 2013-11-20
    Wall Advisors, Inc.
    Lakeland, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-30
  • S65 Uniform Investment Adviser Law Examination
    1999-11-30
Designations
Other Names
  • Nate Dunham
  • Nathan H Dunham

View on SEC IAPD

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HPS SOLUTIONS LLC · LAKELAND, FL
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