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Nathan Bitner is a registered investment advisor, based in Rockwall, TX, with 18 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1101 Ridge Rd., Ste 121, Rockwall, TX, 75087
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Regulatory History (1)
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Criminal
January 1998Final Disposition
Other Business ActivitiesSells Insurance
Nathan sells fixed indexed annuities and index-linked annuities, dedicating a few hours per week to each. He is also a financial advisor for Stream Wealth Partners LLC, taking nearly full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
June 2021 - September 2025 · 4 yrs 3 mos
Avantax Investment Services, INC.Broker
June 2021 - September 2025 · 4 yrs 3 mos
Charles Schwab & CO., INC.Broker
February 2020 - June 2021 · 1 yr 4 mos
Charles Schwab & CO., INC.
February 2020 - June 2021 · 1 yr 4 mos
Avantax Advisory Services
February 2014 - December 2019 · 5 yrs 10 mos
Avantax Investment Services, INC.Broker
February 2014 - December 2019 · 5 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - October 2013 · 1 yr
J.P. Morgan Securities LLC
October 2012 - October 2013 · 1 yr
Chase Investment Services CORP.
April 2012 - October 2012 · 6 mos
Chase Investment Services CORP.Broker
January 2008 - October 2012 · 4 yrs 9 mos
State Registrations14 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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