Nathaniel Jacob Gozlan

Employer firm

Capital Client Group, Inc. CRD 6247

Reported services (Item 5G)

• RECOMMENDING AFFILIATE AS INVESTMENT ADVISER OF SMA ASSETS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → 03/2024
  Raymond James Investment Mgmt / Raymond James & Associates, Inc.
  Saint Petersburg, FL
• 06/2021 → 04/2022
  Dalton Wade Real Estate Group / Gozlan Realty Inc.
  St. Petersburg, FL
• 03/2021 → 06/2021
  Mark Spain Real Estate
  Tampa, FL
• 01/2020 → 03/2021
  Unemployed
  Clearwater, FL
• 01/2019 → 01/2020
  The Hacienda So. / Lowell Herb Co.
  West Hollywood, CA
• 06/2017 → 01/2019
  Ng Photography
  St. Petersburg, FL
• 08/2013 → 05/2017
  Eckerd College
  St. Petersburg, FL
• 03/2024 → 06/2024
  Raymond James Investment / Carillon Fund Distributors, Inc.
  St. Petersburg, FL
• 07/2024 → Present
  Capital Group / Capital Client Group, Inc.
  San Antonio, TX

Previous Registrations

• 2024-03-12 → 2024-07-01
  Raymond James Investment Management
  St Petersburg, FL
• 2023-09-01 → 2024-03-07
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-08-22

Other Names

• Nate Gozlan
• Nathaniel Jacob Gozlan
• Nathaniel Gozlan