In his role at My RIA Lawyer, Nathan works with our clients performing compliance testing including, but not limited to:

  • Email archiving and supervision
  • Billing review
  • Licensing and registrations
  • RIA registrations and notice-filings
  • Advertising review

Nathan has begun pursuing his securities licenses and currently holds his SIE and Series 63. His heightened attention to detail and passion to help others has been the center of his career.

Outside of work, Nathan is an accomplished photographer who enjoys pairing this with his love for travel.