Best Investors Account Sign in
Inactive

Nathaniel Phillip Carswell

Forthright Capital

Las Vegas, NV

Greensboro, NC

Claim This Profile
Current Employers
Forthright Capital

7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-19
NJ RA APPROVED 2025-11-05
PA RA APPROVED 2025-10-30
RI RA APPROVED 2025-10-30
NY RA APPROVED 2023-12-01
NC RA APPROVED 2023-12-01
  • MA RA
    APPROVED
    Since 2026-02-19
  • NJ RA
    APPROVED
    Since 2025-11-05
  • PA RA
    APPROVED
    Since 2025-10-30
  • RI RA
    APPROVED
    Since 2025-10-30
  • NY RA
    APPROVED
    Since 2023-12-01
  • NC RA
    APPROVED
    Since 2023-12-01

Branch Locations

7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States

Greensboro, NC • 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
Triad Financial Advisors, Inc. Greensboro NC 09/2018 11/2023
Morton Wealth Management Greensboro NC 10/2013 08/2018
Onedigital Investment Advisors Llc Overland Park KS 08/2023 11/2023
Forthright Capital Advisory Las Vegas NV 11/2023 Present
  • 09/2018 → 11/2023
    Triad Financial Advisors, Inc.
    Greensboro, NC
  • 10/2013 → 08/2018
    Morton Wealth Management
    Greensboro, NC
  • 08/2023 → 11/2023
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 11/2023 → Present
    Forthright Capital Advisory
    Las Vegas, NV
Previous Registrations
  • 2018-09-10 → 2023-12-01
    Triad Financial Advisors, Inc.
    Greensboro, NC
  • 2013-11-25 → 2018-12-31
    Morton Wealth Management Llc
    Greensboro, NC
  • 2009-03-31 → 2013-10-10
    Thrivent Investment Management Inc.
    Kernersville, NC
    Howey In The Hills, FL
  • 2007-07-30 → 2009-03-30
    First Command Brokerage Services, Inc.
    Kernersville, NC
    Fayetteville, NC
  • 2007-02-28 → 2007-04-18
    Edward Jones
    St Louis, MO
    Statesville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-16
  • S66 Uniform Combined State Law Examination
    2007-02-16
Designations

View on SEC IAPD

Other Firms

YH&C INVESTMENTS INC.
MM MACHINE, LLC
QUANTIFIX CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AI AGENT CAPITAL, LLC
BETTER CAPITAL MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
ROSTEN CAPITAL INVESTMENTS LLC

Other Investors

YALE BOCK
Juan Manuel Mardueno Rodriguez
Sariguli Tuersun
Javier Magana Benitez
Shane Lee Rogers
CLIFTON M YASUTOMI
Nicholas Paul Abbott
MICHAEL J COOK

Other Offices

YH&C INVESTMENTS INC. · LAS VEGAS, NV
MM MACHINE, LLC · LAS VEGAS, NV
QUANTIFIX CAPITAL MANAGEMENT, LLC · LAS VEGAS, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAS VEGAS, NV
AI AGENT CAPITAL, LLC · LAS VEGAS, NV
BETTER CAPITAL MANAGEMENT LLC · LAS VEGAS, NV
U.S. BANCORP ADVISORS, LLC · Las Vegas, NV
ROSTEN CAPITAL INVESTMENTS LLC · LAS VEGAS, NV

More in Las Vegas, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor