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Inactive

Nathan Bergstrom

Eaton-Cambridge Inc.

Phoenix, AZ

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Current Employers
Eaton-Cambridge Inc.

5090 N. 40Th Street Suite 205, Phoenix, AZ 85018 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-11-30
TX RA APPROVED 2021-10-25
  • AZ RA
    APPROVED
    Since 2021-11-30
  • TX RA
    APPROVED
    Since 2021-10-25

Branch Locations

5090 N. 40Th Street Suite 205, Phoenix, AZ 85018 • 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
Charles Schwab And Co., Inc. Phoenix AZ 02/2019 01/2020
Quicken Loans Phoenix AZ 10/2015 02/2019
Financial Engines Advisors L.L.C. Santa Clara CA 11/2020 10/2021
Off The Deep End Pool Service Llc Chandler AZ 01/2020 11/2020
Eaton-Cambridge Inc. Phoenix AZ 10/2021 Present
Johnson Wealth Management Phoenix AZ 10/2021 04/2024
  • 02/2019 → 01/2020
    Charles Schwab And Co., Inc.
    Phoenix, AZ
  • 10/2015 → 02/2019
    Quicken Loans
    Phoenix, AZ
  • 11/2020 → 10/2021
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 01/2020 → 11/2020
    Off The Deep End Pool Service Llc
    Chandler, AZ
  • 10/2021 → Present
    Eaton-Cambridge Inc.
    Phoenix, AZ
  • 10/2021 → 04/2024
    Johnson Wealth Management
    Phoenix, AZ
Previous Registrations
  • 2021-11-30 → 2024-03-25
    Johnson Wealth Management, Llc
    Phoenix, AZ
  • 2021-01-21 → 2021-10-19
    Edelman Financial Engines
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-12
S63 Uniform Securities Agent State Law Examination 2019-10-19
  • S65 Uniform Investment Adviser Law Examination
    2020-12-12
  • S63 Uniform Securities Agent State Law Examination
    2019-10-19
Designations

View on SEC IAPD

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