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Nathaniel Donald Thiemann

Exemplar Wealth Partners LLC

Allen, TX

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Current Employers
Exemplar Wealth Partners Llc

Allen, TX • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-08-26
MD RA APPROVED 2024-04-29
TX RA APPROVED 2024-04-26
  • MA RA
    APPROVED
    Since 2024-08-26
  • MD RA
    APPROVED
    Since 2024-04-29
  • TX RA
    APPROVED
    Since 2024-04-26

Branch Locations

Allen, TX • 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
New York Life Insurance Company New York NY 03/2021 03/2022
Nylife Securities Llc New York NY 09/2021 03/2022
Duke University Durham NC 08/2018 02/2021
Trinity College Hartford CT 08/2013 05/2018
Trinity College Hartford CT 05/2013 06/2018
Exemplar Wealth Partners Allen TX 01/2024 09/2024
Conley Rose Plano TX 09/2023 Present
Han Santos Seattle WA 11/2022 09/2023
N/A Alexandria VA 03/2022 10/2022
Exemplar Wealth Partners Allen TX 10/2024 Present
  • 03/2021 → 03/2022
    New York Life Insurance Company
    New York, NY
  • 09/2021 → 03/2022
    Nylife Securities Llc
    New York, NY
  • 08/2018 → 02/2021
    Duke University
    Durham, NC
  • 08/2013 → 05/2018
    Trinity College
    Hartford, CT
  • 05/2013 → 06/2018
    Trinity College
    Hartford, CT
  • 01/2024 → 09/2024
    Exemplar Wealth Partners
    Allen, TX
  • 09/2023 → Present
    Conley Rose
    Plano, TX
  • 11/2022 → 09/2023
    Han Santos
    Seattle, WA
  • 03/2022 → 10/2022
    N/A
    Alexandria, VA
  • 10/2024 → Present
    Exemplar Wealth Partners
    Allen, TX
Other Businesses

Light consulting work for a law firm involved primarily in AI and cybersecurity IP.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-21
S63 Uniform Securities Agent State Law Examination 2021-09-30
  • S65 Uniform Investment Adviser Law Examination
    2023-06-21
  • S63 Uniform Securities Agent State Law Examination
    2021-09-30
Other Names
  • Nate Thiemann

View on SEC IAPD

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