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Nathaniel Kalil

Singer Wealth Advisors LLC

Boca Raton, FL

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Current Employers
Singer Wealth Advisors Llc

1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-26
  • FL RA
    APPROVED
    Since 2024-07-26

Branch Locations

1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • 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
Purity Wholesale Grocers Boca Raton FL 04/2015 03/2020
Purity Wholesale Grocers Boca Raton FL 04/2015 03/2020
Unemployed Boynton Beach FL 03/2020 07/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 07/2020 06/2024
Northwestern Mutual Investment Services Llc West Palm Bch FL 07/2020 06/2024
Singer Wealth Advisors Llc Boca Raton FL 07/2024 Present
  • 04/2015 → 03/2020
    Purity Wholesale Grocers
    Boca Raton, FL
  • 04/2015 → 03/2020
    Purity Wholesale Grocers
    Boca Raton, FL
  • 03/2020 → 07/2020
    Unemployed
    Boynton Beach, FL
  • 07/2020 → 06/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2020 → 06/2024
    Northwestern Mutual Investment Services Llc
    West Palm Bch, FL
  • 07/2024 → Present
    Boca Raton, FL
Other Businesses

1). Insurance Agent, investment related, 1515 S Federal Hwy #302 Boca Raton FL 33432, sale of insurance products and services to clients as needed, 07/2024, approx 80 hoursper month, approx 20 hours during trading hours - needs analysis, provide pricing, servicing as needed.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-15
S63 Uniform Securities Agent State Law Examination 2020-11-19
  • S65 Uniform Investment Adviser Law Examination
    2024-07-15
  • S63 Uniform Securities Agent State Law Examination
    2020-11-19
Other Names
  • Nathan Sawaya
  • Nathan Sawaya
  • Nathan Kalil
  • Nate Kalil

View on SEC IAPD

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