Natalie Margaret Neaton

Current Employers

Expand Financial, Llc

Littleton, CO • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-05-27

CO RA
APPROVED

Since 2025-05-27

Branch Locations

Littleton, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Delphi Benefits	Denver	CO	06/2010	05/2025
Jmb Financial	Denver	CO	10/2011	05/2025
Dmk Advisor Group, Inc/ Stephen A. Kohn & Associates, Ltd.	Englewood	CO	05/2014	05/2025
Expand Financial, Llc	Littleton	CO	05/2025	Present
Aveo Capital Partners, Llc	Denver	CO	05/2014	05/2025

06/2010 → 05/2025

Delphi Benefits

Denver, CO
10/2011 → 05/2025

Jmb Financial

Denver, CO
05/2014 → 05/2025

Dmk Advisor Group, Inc/ Stephen A. Kohn & Associates, Ltd.

Englewood, CO
05/2025 → Present

Expand Financial, Llc

Littleton, CO
05/2014 → 05/2025

Aveo Capital Partners, Llc

Denver, CO

Previous Registrations

2014-05-20 → 2025-10-01

Aveo Capital Partners, Llc

Englewood, CO
2014-05-29 → 2024-10-14

Dmk Advisor Group, Inc.

Englewood, CO

Lutz, FL
2012-05-31 → 2015-06-25

Capital Investment Management

Denver, CO
2012-05-31 → 2014-12-31

Capital Investment Management

Denver, CO

Other Businesses

-Brother Bond-privately held bourbon company. Own a little over 1%. I do not perform any work for this company and it is not investment related. -Outside insurance sales- medical, dental, vision, std, ltd life 401K advisor for RIA Aveo Capital Sit on Board for A Little Help- non profit in Denver

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-05-23

S65 Uniform Investment Adviser Law Examination

2012-05-23

View on SEC IAPD