Nathan Cotterill

Current Employers

Employment History

• 03/2014 → 08/2022
  United States Navy
  Goose Creek, SC
• 08/2022 → 10/2022
  Unemployed
  Snohomish, WA
• 10/2022 → 12/2022
  Undesth Financial Inc
  Mill Creek, WA
• 10/2022 → Present
  Raymond James Financial Services Inc
  Mill Creek, WA
• 03/2023 → Present
  Raymond James Financial Services Advisors, Inc
  Mill Creek, WA

Other Businesses

(1) Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Succession Planning Investment Related: No Start Date: 05/22/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Succession deal on file includes a component comprised of a seller financed note.\nI am purchasing Charles Cotterill's book of business via an asset sale, using a seller financed loan (2) Name of Business: Cotterill Wealth Planning, L.L.C. Address: 15130 Main St Ste 200, Mill Creek, WA, 98012-7370, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/11/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/ President, providing financial planning and advice to individuals, families, and business owners. (3) Name of Business: Cotterill Wealth Services Address: 15130 Main St Ste 200, Mill Creek, WA, 98012-7370, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Investment Advisor Representative for Cotterill Wealth Services. Advise clients, portfolio reviews, enter trades.

Exams

• S66 Uniform Combined State Law Examination
  2023-02-25