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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-20
  • MA RA
    APPROVED
    Since 2025-10-20

Branch Locations

975 Merriam Avenue, Suite 213, Leominster, MA 01453 • United States

Oviedo, FL • United States

Disclosures

4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corp Fitchburg MA 06/2007 11/2023
Equitable Advisors, Llc New York NY 12/2023 08/2025
Planmember Securities Corporation Carpinteria CA 10/2025 Present
Nathan Bilotta Dba Welcome Advisors Leominster MA 08/2025 Present
Nathan Bilotta (Self Employed) Leominster MA 01/1996 Present
Nathan Bilotta (Self Employed) Leominster MA 07/2024 Present
Welcome Financial Llc Leominster MA 12/2025 Present
City Of Fitchburg, Ma Fitchburg MA 04/2026 Present
  • 06/2007 → 11/2023
    Lincoln Financial Advisors Corp
    Fitchburg, MA
  • 12/2023 → 08/2025
    New York, NY
  • 10/2025 → Present
    Carpinteria, CA
  • 08/2025 → Present
    Nathan Bilotta Dba Welcome Advisors
    Leominster, MA
  • 01/1996 → Present
    Nathan Bilotta (Self Employed)
    Leominster, MA
  • 07/2024 → Present
    Nathan Bilotta (Self Employed)
    Leominster, MA
  • 12/2025 → Present
    Welcome Financial Llc
    Leominster, MA
  • 04/2026 → Present
    City Of Fitchburg, Ma
    Fitchburg, MA
Previous Registrations
  • 2024-01-10 → 2025-08-14
    Wellesley, MA
    Fitchburg, MA
    Fitchburg, MA
  • 2007-08-29 → 2023-12-04
    Osaic Fa, Inc.
    Fitchburg, MA
    Fitchburg, MA
    Fitchburg, MA
    Hartford, CT
Other Businesses

1)Nathan Bilotta dba Welcome Advisors-975 Merriam Avenue, Suite 213 Leominster, MA 01453; Investment related; Securities & insurance sales & svcs; Financial Advisor; Start date 8/2025; 200 hrs/mnth; 160 hrs/mnth during trading. 2) Nathan Bilotta (self employed) - 975 Merriam Avenue, Suite 213 Leominster, MA 01453; Noninvestment related; Notary Public; Notarize documents that require certification; Start date 1/1996; 5 hrs/mnth; 4 hrs/mnth during trading. 3) Nathan Bilotta (self employed)- 975 Merriam Avenue, Suite 213 Leominster, MA 01453; Noninvestment related; Football Referee; Officiate youth & high school football games; Start date 7/2024; 24 hrs/mnth; 0 hrs/mnth during trading. 4)Welcome Financial LLC; 975 Merriam Avenue, Unit 213, Leominster MA 01453; Start Date 12/1/2025; President; Corporation for the purposes of capturing tax and banking advantages; 120 hrs/mo; 120 hr/mo during trading; IR 5) City of Fitchburg , MA; 718 Main Street, Fitchburg MA 01420; Start Date 4/15/2026; Appointee, School Committee for City of Fitchburg; : Serve as a member of the school committee. Advising on staffing, curriculum, and facilities for the schools of Fitchburg, MA; 8 hrs/mo; 0 hrs/mo during trading; NIR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-27
  • S66 Uniform Combined State Law Examination
    2007-08-27
Other Names
  • Nathan David Bilotta
  • Nathan Bilotta

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