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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
Branch Locations
5621 Strand Boulevard Suite 108, Naples , FL 34103 • United States
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Blattel And Associates | Saint Peters | MO | 02/2016 | 07/2018 |
| Northwestern Mutual Investment Services Llc | Saint Louis | MO | 08/2018 | 12/2018 |
| Arlington Securities, Inc. | St. Louis | MO | 01/2019 | 03/2019 |
| Private Client Services | Naples | FL | 03/2019 | 05/2022 |
| Rfg Advisory, Llc | 1400 Urban Center Drive, Suite 475 | AL | 07/2019 | 05/2022 |
| Four Seasons Wealth Management | Naples | FL | 03/2019 | 05/2022 |
| Cutter & Company, Inc. | St. Peters | MO | 06/2017 | 06/2018 |
| Creative Resources Investment Advisors Llc | Warwick | RI | 07/2022 | 03/2024 |
| Natoli Insurance | Estero | FL | 01/2019 | Present |
| Altitude Capital Management Llc | Des Moines | IA | 03/2024 | Present |
| Natoli Financial Planning | Naples | FL | 07/2022 | Present |
Natoli Insurance. 22950 Vista Edera Cir. Apt. 2420, Estero, FL 33928 . Insurance Sales - Mainly whole life, term and DI insurance sales. Look at risk management needs. Agent. 10-15 hours/mo. 30 mins/during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-14 |
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