Nathan Pinzon

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 05/2024 → 07/2025
  Thrivent Investment Management Inc
  Dallas, TX
• 01/2023 → 05/2024
  New York Life
  Dallas, TX
• 05/2022 → 12/2022
  Neiman Marcus
  Dallas, TX
• 09/2021 → 04/2022
  The Charles
  Dallas, TX
• 01/2021 → 07/2021
  Le Bilboquet
  Dallas, TX
• 03/2015 → 12/2018
  Law Firm Of Elizabeth Basden
  Dallas, TX
• 01/2019 → 12/2020
  Suitsupply
  Dallas, TX
• 05/2024 → 01/2025
  Thrivent Financial
  Appleton, WI
• 01/2025 → 07/2025
  Thrivent Financial
  Minneapolis, MN
• 07/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2025-01-22 → 2025-07-17
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Dallas, TX
  Dallas, TX
  Allen, TX

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 07/2025 2. LAKEWOOD PRIVATE CAPITAL LLC, 2929 Oaklawn Avenue 230 Dallas TX 75219, START DATE 07/2025, Owner, DBA Name, NIR, HR/MO 140, HR/MO TRADING 140 3. THIRD PARTY INSURANCE, 2929 Oaklawn Avenue, 230, Dallas TX 75219, United States, START DATE 11/2025, Agent, Insurance/Benefits/Human Resources, NIR, 4 HR/MO, 16 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-21
• S63 Uniform Securities Agent State Law Examination
  2024-09-07