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Natalie Gallo

Regent Peak Wealth Advisors, LLC

Atlanta, GA

Atlanta, GA

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Current Employers
Regent Peak Wealth Advisors, Llc

200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-16
  • GA RA
    APPROVED
    Since 2025-10-16

Branch Locations

200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • United States

200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • 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
Jpmorgan Chase Bank Na Atlanta GA 09/2018 Present
Jpmorgan Securities Llc Atlanta GA 09/2018 Present
Westrock Atlanta GA 06/2018 08/2018
Desktop Coworking Community Kennesaw GA 01/2018 06/2018
The Relocal Companies Kennesaw GA 07/2017 08/2017
The University Of Georgia Athens GA 01/2016 05/2018
Regent Peak Wealth Advisors Llc Atlanta GA 09/2025 Present
  • 09/2018 → Present
    Jpmorgan Chase Bank Na
    Atlanta, GA
  • 09/2018 → Present
    Jpmorgan Securities Llc
    Atlanta, GA
  • 06/2018 → 08/2018
    Westrock
    Atlanta, GA
  • 01/2018 → 06/2018
    Desktop Coworking Community
    Kennesaw, GA
  • 07/2017 → 08/2017
    The Relocal Companies
    Kennesaw, GA
  • 01/2016 → 05/2018
    The University Of Georgia
    Athens, GA
  • 09/2025 → Present
    Regent Peak Wealth Advisors Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-15
S63 Uniform Securities Agent State Law Examination 2018-12-11
  • S65 Uniform Investment Adviser Law Examination
    2024-02-15
  • S63 Uniform Securities Agent State Law Examination
    2018-12-11
Other Names
  • Natalie Marie Gallo

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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