Nathaniel T. Nead
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.
Nathaniel Thomas Nead, who also goes by Nate Thomas Nead, Nate Nead, was a registered financial professional .
Nathaniel is a previously registered financial professional and started their career in finance in 2015. Nathaniel had worked at 5 firms and has passed the Series 63, SIE, Series 79 and Series 82 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 20, 2026 - July 17, 2026
TAYLOR GREY, INC.
November 19, 2019 - January 2, 2025
FOUR POINTS CAPITAL PARTNERS LLC
November 3, 2016 - April 24, 2019
RELIANCE WORLDWIDE INVESTMENTS, LLC
April 22, 2016 - May 31, 2016
SOURCE CAPITAL GROUP, INC.
June 30, 2015 - October 28, 2016
MERIT SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TAYLOR GREY, INC.
CRD#: 308518 / SEC#: , 8-70517
Contact information
FINRA licenses (4 States and Territories)
Documents
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.
