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Current Employers
Hamilton Manor & Associates

7979 Ivanhoe Ave. Ste 420, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-05-03
  • CA RA
    APPROVED
    Since 2018-05-03

Branch Locations

7979 Ivanhoe Ave. Ste 420, La Jolla, CA 92037 • 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
Lpl Financial La Jolla CA 02/2014 Present
Hamilton & Associates La Jolla CA 04/2014 05/2018
Hamilton And Associates La Jolla CA 05/2018 Present
  • 02/2014 → Present
    Lpl Financial
    La Jolla, CA
  • 04/2014 → 05/2018
    Hamilton & Associates
    La Jolla, CA
  • 05/2018 → Present
    Hamilton And Associates
    La Jolla, CA
Other Businesses

1.02/10/2014; Investment products and services are offered through LPL Financial LLC using the DBA/trade name HAMILTON & ASSOCIATES /; Investment Related; at Reported Business Location(s); Start Date 02/08/2014; hrs/mth; hrs during trading 2.06/14/2018; HAMILTON & ASSOCIATES; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 06/08/2018; 160hrs/mth; 160hrs during trading; 3.09/17/2021; none; Other - Notary Public; Not Investment Related; at Reported Business Location(s); Start Date 09/16/2021; 1hrs/mth; 1hrs during trading 4.12/14/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Hamilton Manor and Associates /; Investment Related; at Reported Business Location(s); Start Date 12/08/2023; 160hrs/mth; 100hrs during trading 5.01/22/2024; Hamilton & Associates; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 01/10/2024; 160hrs/mth; 160hrs during trading; 6.05/01/2026; (Hybrid) Nathan Manor & Associates; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 04/23/2026; 160hrs/mth; 100hrs during trading; Tax Preparation Services IAR/Financial Advisor Provide financial plans and advice for fixed fees. All IAR's are registered with LPL. This RIA is the DBA of our LPL business. Non-Variable Insurance businesses 7.05/15/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Nathan Manor & Associates; Investment Related; at Reported Business Location(s); Start Date 04/23/2026; 160hrs/mth; 100hrs during trading 8.05/28/2026; Nathan Manor Inc. DBA as Nathan Manor & Associates; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/14/2026; 15hrs/mth; 7hrs during trading 9. 06/09/2026 - Nathan Manor Inc. DBA Nathan Manor & Associates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/28/2026 - 1 hour per month/ during trading 10. 06/17/2026 - Nathan Manor Tax LLC DBA Nathan Manor and Associates - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 15 hours per month/ 7 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-25
  • S66 Uniform Combined State Law Examination
    2012-06-25
Designations
Other Names
  • Nathan Manor

View on SEC IAPD

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