Nathan Archila

Current Employers

Employment History

• 11/2020 → 01/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 08/2020 → 12/2020
  Ati Physical Therapy
  Richardson, TX
• 12/2019 → 03/2020
  North Texas Orthopedics
  Grapevine, TX
• 02/2016 → 09/2018
  Capital One
  Highland Village, TX
• 08/2013 → 12/2018
  University Of North Texas
  Denton, TX
• 04/2020 → 07/2020
  Unemployed
  Lewisville, TX
• 03/2024 → 06/2024
  J.P. Morgan Securities Llc
  Plano, TX
• 08/2019 → 11/2019
  Unemployed
  Lewisville, TX
• 02/2024 → 02/2024
  Unemployed
  Justin, TX
• 06/2019 → 07/2019
  Healthtexas Provider Network
  Denton, TX
• 05/2017 → 07/2017
  Supreme Food Services Inc
  Irving, TX
• 01/2019 → 05/2019
  Unemployed
  Lewisville, TX
• 06/2024 → 08/2024
  Altruist Financial Llc
  Dallas, TX
• 06/2024 → 08/2024
  Altruist Llc
  Dallas, TX
• 06/2024 → 08/2024
  Altruist Corp
  Dallas, TX
• 08/2024 → Present
  Osaic Wealth, Inc.
  Roanoke, TX

Other Businesses

1. PRESERVATION FINANCIAL WEALTH MANAGEMENT LLC POSITION: Financial Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/03/2024 ADDRESS: 300 Main St, Roanoke TX 76262, United States DESCRIPTION: As a financial paraplanner I assist Tim Philpot and Quinn Moser in servicing clients with preparing for financial reviews, RMD preparation, administrative tasks.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-24
• S63 Uniform Securities Agent State Law Examination
  2021-09-03

Designations

Other Names

• Nathan Archila
• Nathan Obed Archila
• Nathan O Archila
• Nathan Obed Archila
• Nathan O Archila