John Anthony Catalfamo

Employer firm

Primoris Wealth Advisors, LLC CRD 125567

$230M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2000 → 06/2017
  Primoris Capital Management, Llc
  Huntington, NY
• 01/2006 → Present
  Catalfamo, Eaton & Delisi, Llc
  Palm Beach Gardens, FL

Other Businesses

1)CATALFAMO, EATON & DELISI, LLC; NON-INVESTMENT RELATED ; 9250 ALTERNATE A1A SUITE A, NORTH PALM BEACH, FL 33403; INCOME TAX & ACCOUNTING SERVICES; MANAGING PARTNER; 01/2006; IN-SEASON TIME: 120 HOURS PER MONTH,OFF-SEASON: 40 HOURS PER MONTH; APPOINTMENTS IN SEASON ARE HELD DURING SECURITIES TRADING HOURS; OFF SEASON APPOINTMENTS ARE RARE; DUTIES INCLUDE PREPARING PERSONAL INCOME TAX RETURNS FOR CLIENTS, MANAGING OVERALL OFFICE OPERATIONS. 2)VITIS VINIFERA HOLDINGS INC.; NOT INVESTMENT RELATED; 9520 ALTERNATE AIA SUITE A, NORTH PALM BEACH, FL 33403; THIS ENTITY OWNS 95% OF CATALFAMO, EATON & DELISI, LLC; PRESIDENT; 08/12/2005; 0 HRS PER MONTH; 0 HRS DURING TRADING; FILING FLORIDA ANNUAL REPORT. 3)LUNA SEA CONSULTANTS, INC.; NOT INVESTMENT RELATED; 9250 ALTERNATE AIA SUITE A, NORTH PALM BEACH, FL 33403; SMALL BUSINESS CONSULTING SERVICES; PRESIDENT; 07/05/2006; 20 HRS PER MONTH; 0 HRS DURING TRADING; ASSISTS SMALL BUSINESS AND NON-PROFITS IN MARKETING AND PROMOTIONS. 4)9250 LLC; NOT INVESTMENT RELATED; 9250 ALTERNATE A1A SUITE A; NORTH PALM BEACH; FLORIDA 33403; COMMERCIAL REAL ESTATE; MANAGING MEMBER; 03/13/2017; 5 HRS PER MONTH; 0 HRS DURING TRADING; PROPERTY MANAGEMENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-24
• S63 Uniform Securities Agent State Law Examination
  1996-08-28