Natasha Hundman Palmatier

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2012 → 10/2020
  Edward Jones
  Tempe, AZ
• 10/2020 → Present
  Raymond James Financial Services, Inc.
  Scottsdale, AZ
• 10/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Scottsdale, AZ
• 10/2020 → 02/2023
  Crux Wealth Advisors
  Scottsdale, AZ
• 10/2020 → 09/2022
  Key Wealth Management
  Scottsdale, AZ

Previous Registrations

• 2012-08-20 → 2020-10-09
  Edward Jones
  Tempe, AZ
  Phoenix, AZ
  Tempe, AZ
  Cave Creek, AZ
  Scottsdale, AZ

Other Businesses

(1) Name of Business: Capital Wealth Partners Address: 33739 N Scottsdale Rd Suite C115, Scottsdale, AZ, 85266, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/21/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Independent Branch Owner of Capital Wealth Partners (2) Name of Business: Fortitude Wealth Partners Address: 36600 N Pima Rd Suite 104, Scottsdale, AZ, 85266-1572, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/09/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA name for OSJ AQC - Independent Branch Owner (3) Name of Business: IMPWR LLC Address: 33739 N Scottsdale Rd Suite C115, Scottsdale, AZ, 85266, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/07/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Flowthrough Business Account (4) Name of Business: Sunstone Wealth Management Address: 33739 N Scottsdale Rd Suite C115, Scottsdale, AZ, 85262, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner, Financial Advisor (5) Name of Business: Sunstone Wealth Partners Address: 33739 N Scottsdale Rd Ste C115, Scottsdale, AZ, 85266-1572, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/24/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an active LLC with the state of AZ but inactive as far as using. The purpose was if I ever decide to grow and bring on additional advisors, I would want to use this name. (6) Name of Business: SWM Capital LLC Address: 33739 N Scottsdale Rd C115, Scottsdale, AZ, 85266, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/20/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Commercial Real Estate

Exams

• S66 Uniform Combined State Law Examination
  2012-08-03

Designations

• Certified Financial Planner

Other Names

• Natasha Lee Hundman
• Natasha Hundman Palmatier