Nathan R Kallal

Current Employers

Employment History

• 08/2020 → 10/2023
  Affinity Financial Advisors
  Lawrence, KS
• 08/2015 → 07/2021
  Freedom High School
  Orlando, FL
• 08/2020 → 10/2023
  James Phillips Pa Dba Phillips Financial Advisors
  Akron, OH
• 06/2023 → Present
  Oxenfree Financial
  Melbourne, FL

Previous Registrations

• 2020-08-18 → 2023-10-06
  Affinity Financial Advisors
  Satellite Beach, FL
  Lawrence, KS

Other Businesses

1.) INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE; TITLE: INSURANCE AGENT; START DATE: 02/2021; 10 HOURS WORKED PER MONTH-NONE DURING SECURITIES TRADING HOURS. 2.) OXENFREE TECHNOLOGY LLC, NOT INVESTMENT-RELATED. 3172 TUSCAWILLOWDR. MELBOURNE, FL 32934. START DATE-7/15/24-FINTECH COMPANY. POSITION-OPERATIONS COORDINATOR. 20 HOURS WORKED PER MONTH. 0 HOURS DURING SECURITIES TRADING HOURS. 3.) EQUITY ADVISORS, LLC, INVESTMENT-RELATED: YES. 1031 LYNN WAY, ZEPHYR COVE, NV 89448. START 1/2026. POSITION/TITLE/RELATIONSHIP-REFERRAL/FACILITATION ACTIVITY THROUGH ADVISORY FIRM. APX NUMBER OF HOURS PER WEEK: VARIES. APX NUMBER OF HOURS DURING SECURITIES TRADING HOURS: VARIES. BRIEF DESCRIPTION OF DUTIES: INTRODUCES CLIENTS TO INVESTMENT ADVISER FOR SPECIALIZED TAX-RELATED STRATEGIES; MAY PROVIDE GENERAL DESCRIPTIVE INFORMATION AND ATTEND INTRODUCTORY MEETINGS; DOES NOT PROVIDE INVESTMENT, TAX, OR LEGAL ADVICE ON BEHALF OF ENTITY. COMPENSATION RECEIVED THROUGH ADVISORY FIRM. 4.) TAX STRATEGIES MARKETING, LLC, INVESTMENT-RELATED: YES. 1031 LYNN WAY, ZEPHYR COVE, NV 89448. START 1/2026. POSITION/TITLE/RELATIONSHIP-REFERRAL/FACILITATION ACTIVITY THROUGH ADVISORY FIRM. APX NUMBER OF HOURS PER WEEK: VARIES. APX NUMBER OF HOURS DURING SECURITIES TRADING HOURS: VARIES. BRIEF DESCRIPTION OF DUTIES: INTRODUCES CLIENTS FOR ADVANCED TAX STRATEGY SERVICES; MAY PROVIDE GENERAL DESCRIPTIVE INFORMATION AND ATTEND INTRODUCTORY MEETINGS; DOES NOT STRUCTURE OR EXPLAIN STRATEGIES AND DOES NOT PROVIDE TAX OR LEGAL ADVICE ON BEHALF OF ENTITY. COMPENSATION RECEIVED THROUGH ADVISORY FIRM.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-15

Other Names

• Nathan Kallal
• Nathan R Kallal
• Nathan Kallal Kallal
• Nathan Randell Kallal