Inactive

Nathan William Guy

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Current Employers

Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2016-11-02

MD RA
APPROVED

Since 2016-11-02

Branch Locations

12505 Park Potomac Ave Suite 400, Potomac, MD 20854 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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

Organization	City	State	From	To
Convergent Wealth Advisors, Llc	Potomac	MD	03/2015	10/2016
Pathstone	Potomac	MD	11/2016	02/2023
Pathstone	Potomac	MD	02/2023	Present

03/2015 → 10/2016

Convergent Wealth Advisors, Llc

Potomac, MD
11/2016 → 02/2023

Pathstone

Potomac, MD
02/2023 → Present

Pathstone

Potomac, MD

Previous Registrations

2015-09-01 → 2016-10-31

Convergent Wealth Advisors, Llc

Potomac, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-09-01

S65 Uniform Investment Adviser Law Examination

2015-09-01

View on SEC IAPD

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Other Investors

LAURA DEAN PERKINS MARKOFF

JAMES CHRISTOPHER BROWN

HEATHER MCGOLERICK

KARL JACOB STIEGMANN

GARY RICHARD SOBELMAN

JAY MICHAEL WEINSTEIN

MICHELE GABRIELLE WALTHERT

Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD

WEALTHSPIRE ADVISORS · Potomac, MD

CHARLES SCHWAB & CO., INC. · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

EDWARD JONES · POTOMAC, MD

MORGAN STANLEY · POTOMAC, MD

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