Nathan Magdanz

Current Employers

Employment History

• 08/2015 → 01/2021
  Continuum Financial
  Lincoln, NE
• 10/2015 → 02/2023
  Securities America, Inc.
  Omaha, NE
• 10/2020 → Present
  Convergence Wealth, Llc
  Omaha, NE

Previous Registrations

• 2015-08-19 → 2021-01-19
  Continuum Financial
  Omaha, NE
  Omaha, NE

Other Businesses

***INSURANCE SALES POSITION: Agent NATURE: Nathan Magdanz - Position: Agent - Nature: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 09/01/2015 ADDRESS: 12020 Shamrock Plaza, Suite 100, Omaha NE 68154 DESCRIPTION: Insurance product sales to clients ***CONVERGENCE WEALTH LLC POSITION: IAR NATURE: Investment Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2021 ADDRESS: 12020 Shamrock Plaza, Suite 100, Omaha NE 68154 DESCRIPTION: Investment Advisory Business ***FINANCIAL EDUCATION COLLABORATIVE POSITION: Educator NATURE: Financial Education Program Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2019 ADDRESS: 12020 Shamrock Plz, Suite 200, Omaha NE 68154, United States DESCRIPTION: Help plan, coordinate, and host education workshops at universities and libraries as a volunteer and board member. ***MILTON RESEARCH LLC POSITION: Owner NATURE: Market Research/Trading INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 01/02/2023 ADDRESS: 7614 N 58th St, Omaha NE 68152, United States DESCRIPTION: The company that holds my IP. Currently generates no revenue. This is an LLC that owns the software stack, algorithms, data, and research I've generated for my market research.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-18
• S63 Uniform Securities Agent State Law Examination
  2006-10-30

Other Names

• Nathan E Magdanz
• Nathan Edward Magdanz