Natalie Lynn Quirarte

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01

CA RA
APPROVED

Since 2025-01-01

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Hall Private Wealth Advisors	Solana Beach	CA	10/2015	10/2023
Allworth Financial, L.P.	Folsom	CA	11/2023	Present

10/2015 → 10/2023

Hall Private Wealth Advisors

Solana Beach, CA
11/2023 → Present

Allworth Financial, L.P.

Folsom, CA

Previous Registrations

2016-01-13 → 2023-12-07

Hall Private Wealth Advisors

San Diego, CA
2012-01-10 → 2015-11-04

Eagle Strategies Llc

San Diego, CA

Other Businesses

Premier Financial Education Group, Non Investment-Related, Public Speaking, Encinitas CA, 1/2019, 8-10 Hrs/Month

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-12-21
S63	Uniform Securities Agent State Law Examination	1993-02-17

S66 Uniform Combined State Law Examination

2011-12-21
S63 Uniform Securities Agent State Law Examination

1993-02-17

Designations

Certified Financial Planner

Other Names

Natalie Lynn Moran
Natalie Lynn Swartz
Natalie Lynn Stillman

View on SEC IAPD