Natalie Jewells Gamarra Loza

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Patelco Credit Union/ Cuso Financial Services, L.P	Pleasanton	CA	05/2013	03/2017
Patelco Credit Union/ Cuso Financial Services, Lp.	Berkeley	CA	03/2017	10/2018
Td Ameritrade	Oakland	CA	03/2019	09/2019
Homemaker	Oakland	CA	10/2018	03/2019
Morgan Stanley	Oakland	CA	09/2020	06/2022
Acapulco Inc.	Hayward	CA	10/2019	03/2020
Homemaker	Oakland	CA	03/2020	09/2020
Fidelity Investments	Palo Alto	CA	08/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2013 → 03/2017

Patelco Credit Union/ Cuso Financial Services, L.P

Pleasanton, CA
03/2017 → 10/2018

Patelco Credit Union/ Cuso Financial Services, Lp.

Berkeley, CA
03/2019 → 09/2019

Td Ameritrade

Oakland, CA
10/2018 → 03/2019

Homemaker

Oakland, CA
09/2020 → 06/2022

Morgan Stanley

Oakland, CA
10/2019 → 03/2020

Acapulco Inc.

Hayward, CA
03/2020 → 09/2020

Homemaker

Oakland, CA
08/2022 → Present

Fidelity Investments

Palo Alto, CA
03/2025 → Present

Fidelity Investments

Boston, MA

2022-10-31 → 2025-03-31

Fidelity Personal And Workplace Advisors

Palo Alto, CA
2020-09-25 → 2022-07-08

Morgan Stanley

Oakland, CA
2019-04-25 → 2019-09-10

Td Ameritrade, Inc.

Oakland, CA
2019-04-25 → 2019-09-10

Td Ameritrade Investment Management, Llc

Oakland, CA
2016-10-26 → 2018-11-16

Cuso Financial Services, L.P.

Dublin, CA

San Leandro, CA

Berkeley, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-10-25
S63	Uniform Securities Agent State Law Examination	2015-11-16

Other Firms