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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| CA | RA | APPROVED | 2020-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, Na | San Diego | CA | 07/2010 | 05/2020 |
| J.P. Morgan Securities Llc | Granite Bay | CA | 10/2012 | 05/2020 |
| Commonwealth Financial Network | Waltham | MA | 05/2020 | Present |
| Natoli Wealth Management | Roseville | CA | 05/2020 | Present |
1. Fixed insurance sales; As of 5/7/20; Less than 5% time spent during business hours; Conducted at branch location; Investment related. 2. Founder/Owner, Natoli Wealth Management, LLC, a private entity est. to facilitate securities, advisory, and insurance business; As of 06/11/20; Greater than 90% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-08-22 |
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