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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-20 |
Branch Locations
975 Merriam Avenue, Suite 213, Leominster, MA 01453 • United States
Oviedo, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
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