Nancy Anne Nawn

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-03-18
TX	RA	APPROVED	2026-02-27

Branch Locations

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Mercer Global Advisors Inc.	Radnor	PA	12/2015	11/2016
Watchdog Planning Llc	Havertown	PA	03/2017	05/2019
Unemployed	Havertown	PA	12/2016	02/2017
Watchdog Planning Llc	Havertown	PA	10/2017	05/2019
Watchdogplanning Llc	Runnemede	NJ	05/2019	12/2025
Origin	San Francisco	CA	05/2021	06/2025
Cwm, Llc	Omaha	NE	12/2025	01/2026
Mitlin Financial	Hauppauge	NY	12/2025	01/2026
Facet	West Palm Beach	FL	02/2026	Present

2025-12-01 → 2026-01-26

Cwm, Llc

Runnemede, NJ

Hauppauge, NY

Omaha, NE
2018-01-02 → 2025-12-31

Watchdog Planning Llc

Runnemede, NJ
2021-06-25 → 2025-06-26

Origin Investment Advisory Llc

Runnemede, NJ

Sarasota, FL
2013-04-18 → 2016-11-30

Mercer Global Advisors Inc.

Radnor, PA
2008-07-03 → 2010-04-12

Mercer Global Advisors Inc.

West Conshohocken, PA
2006-08-31 → 2008-06-26

Mercer Advisors

West Conshohocken, PA
2005-02-09 → 2006-02-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Blue Bell, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-02-08
S65	Uniform Investment Adviser Law Examination	2001-04-17