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Mario Louis Martinelli

Vama Oak Wealth, LLC

Doylestown, PA

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Current Employers
Vama Oak Wealth, Llc

196 W Ashland St, Doylestown, PA 18901 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-04-01
NJ RA APPROVED 2024-05-31
FL RA APPROVED 2024-04-16
LA RA APPROVED 2024-04-08
PA RA APPROVED 2023-11-09
TX RA APPROVED 2023-11-09
  • NH RA
    APPROVED
    Since 2026-04-01
  • NJ RA
    APPROVED
    Since 2024-05-31
  • FL RA
    APPROVED
    Since 2024-04-16
  • LA RA
    APPROVED
    Since 2024-04-08
  • PA RA
    APPROVED
    Since 2023-11-09
  • TX RA
    APPROVED
    Since 2023-11-09

Branch Locations

196 W Ashland St, Doylestown, PA 18901 • 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
OrganizationCityStateFromTo
Lincoln Financial Distributors Radnor PA 07/2015 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jenkintown PA 05/2017 11/2023
Bank Of America, N.A. Jenkintown PA 10/2017 11/2023
Vama Oak Wealth, Llc Doylestown PA 11/2023 03/2026
Vama Oak Wealth, Llc Doylestown PA 11/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-25
S63 Uniform Securities Agent State Law Examination 2015-08-07
  • S66 Uniform Combined State Law Examination
    2017-08-25
  • S63 Uniform Securities Agent State Law Examination
    2015-08-07
Designations
Other Names
  • Mario Martinelli

View on SEC IAPD

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MUNTZ FINANCIAL, LLC · DOYLESTOWN, PA
ARCHETYPE ADVISORS, LLC · DOYLESTOWN, PA
TRIDENT ADVISORS INC · DOYLESTOWN, PA
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