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Nathaniel David Mayer

Envision Financial Planning, LLC

Memphis, TN

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Current Employers
Envision Financial Planning, Llc

5100 Poplar Avenue, Suite 2428, Memphis, TN 38137 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-08-12
  • TN RA
    APPROVED
    Since 2025-08-12

Branch Locations

5100 Poplar Avenue, Suite 2428, Memphis, TN 38137 • 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
Envision Financial Planning, Llc Memphis TN 06/2024 Present
Thornhill Capital Management, Llc Tuscaloosa AL 01/2024 05/2024
Full Time Student Tuscaloosa AL 07/2015 Present
  • 06/2024 → Present
    Envision Financial Planning, Llc
    Memphis, TN
  • 01/2024 → 05/2024
    Thornhill Capital Management, Llc
    Tuscaloosa, AL
  • 07/2015 → Present
    Full Time Student
    Tuscaloosa, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-11
  • S65 Uniform Investment Adviser Law Examination
    2025-08-11
Other Names
  • Nate Mayer

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
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