Nathanael Gilbert Disalvatore

Current Employers

Employment History

• 08/2021 → Present
  University Of Connecticut
  Storrs, CT
• 08/2017 → 05/2021
  East Catholic High School
  Manchester, CT
• 04/2021 → Present
  Captain Hale Financial
  Coventry, CT
• 05/2021 → Present
  Cour Tax Consultants Dba H&R Block
  Coventry, CT
• 07/2020 → 11/2020
  Dairy Queen
  Manchester, CT
• 08/2008 → 07/2017
  Home-Schooled
  Manchester, CT
• 06/2023 → 09/2025
  Avantax Investment Services Inc.
  Coventry, CT
• 06/2023 → 09/2025
  Avantax Advisory Services
  Coventry, CT
• 04/2021 → Present
  Captain Hale Financial
  Coventry, CT
• 05/2021 → Present
  Cour Tax Consultants Dba H&R Block
  Coventry, CT
• 04/2021 → Present
  Captain Hale Financial
  Coventry, CT
• 05/2021 → Present
  Cour Tax Consultants Dba H&R Block
  Coventry, CT
• 04/2021 → Present
  Captain Hale Financial
  Coventry, CT
• 05/2021 → Present
  Cour Tax Consultants Dba H&R Block
  Coventry, CT
• 04/2021 → Present
  Captain Hale Financial
  Coventry, CT
• 05/2021 → Present
  Cour Tax Consultants Dba H&R Block
  Coventry, CT
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Coventry, CT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-12-07 → 2025-09-05
  Avantax Advisory Services
  Coventry, CT

Other Businesses

CAPTAIN HALE FINANCIAL POSITION: Administrative assistant/ Tax specialist NATURE: Captain Hale Financial is an investment firm that works with Avantax and provides primarily advisory services. Services provided include retirement planning, estate planning, tax planning, investment planning, and education funding planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/20/2021 ADDRESS: 1776 Boston Turnpike, Coventry CT 06238, United States DESCRIPTION: Prepare account opening paperwork for clients as well as help clients with any onboarding issues or questions. Prepare account maintenance paperworkincluding but not limitedto any beneficiaries, money movement instructions, and transfer paperwork. Help clients access the client portal and emoney. Set up appointments for clients to meet with their advisor. Put together excel spreadsheets and navigate wealthscape reports to help advisors better serve their clients. Deposit client funds into their account as well as pull in and distribute funds in ICP. COUR TAX CONSULTANTS DBA H&R BLOCK POSITION: Tax Associate NATURE: The business provides the following services. Tax preparation for both personal and small businesses, tax planning for both personal and small businesses, bookkeeping, payroll, and notary public services. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2021 ADDRESS: 1776 Boston Turnpike, Coventry CT 06238, United States DESCRIPTION: My duties include conducting tax interviews and preparing returns, preparing drop off returns, meeting with clients to complete w4s and plan for future tax returns, answering the phone to answer client questions and book appointments, and completing continuing education training to better serve clients.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-07

Other Names

• Nathanael Disalvatore
• Nathanael G Disalvatore