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NH

Nathan L. Hall

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CRD#: 6072737
NH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nathan L Hall, who also goes by Nathan L. Hall, Nathan Hall, was a registered financial professional .

Nathan is a previously registered financial professional and started their career in finance in 2012. Nathan had worked at 5 firms and has passed the Series 99TO, SIE and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nathan L. Hall | Nathan Hall

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 24, 2021 - July 26, 2022

FLOURISH FINANCIAL LLC

BD
CRD#: 293019
NEW YORK, NY
Past

February 27, 2014 - July 12, 2022

MML STRATEGIC DISTRIBUTORS, LLC

BD
CRD#: 168638
SPRINGFIELD, MA
Past

July 25, 2012 - January 2, 2014

MMLISI FINANCIAL ALLIANCES, LLC

BD
CRD#: 119003
SPRINGFIELD, MA
Past

July 25, 2012 - July 12, 2022

MML DISTRIBUTORS, LLC

BD
CRD#: 38030
SPRINGFIELD, MA
Past

July 6, 2012 - July 3, 2023

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam

Current Firm


FF
FLOURISH FINANCIAL LLC
FLOURISH FINANCIAL LLC | STONE RIDGE SECURITIES LLC

CRD#: 293019 / SEC#: , 8-70093

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
2 Park Avenue 11th Floor, New York, NY 10016
Mailing Address
2 Park Avenue 11th Floor, New York, NY 10016
Phone number
(833) 808-5700
Established
Delaware since 11/03/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FLOURISH HOLDING COMPANY LLCSOLE MEMBER
CRUIKSHANK, BENJAMIN EVERETTPRESIDENT5682701
LANE, MAXWELL KEITHCHIEF EXECUTIVE OFFICER6111790
MURRAY, KATECHIEF COMPLIANCE OFFICER, COUNSEL, SECRETARY4958654
RISPOLI, FRANK JOSEPHCHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4364402

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FLOURISH FINANCIAL LLC

CRD#: 293019

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