Natalie Azmi Masarweh

434 Jackson Street Suite A, San Francisco, CA 94111 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-20

Branch Locations

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

Organization	City	State	From	To
Chequers Financial Management Llc	San Francisco	CA	01/2025	Present
Bmo Bank N.A.	Oakland	CA	08/2024	01/2025
Bmo Bank N.A.	Oakland	CA	09/2023	07/2024
Northwestern Mutual Investment Services Llc	San Francisco	CA	01/2023	05/2023
Petra Cafe	Orinda	CA	02/2021	09/2023
K1 Speed	Dublin	CA	02/2020	02/2021
Castro Village Bowl	Castro Valley	CA	11/2019	03/2020
See's Candies	Castro Valley	CA	06/2018	01/2019
Castro Valley High School	Castro Valley	CA	08/2015	05/2019
University Of San Francisco	San Francisco	CA	08/2021	07/2023
Diablo Valley Community College	Pleasant Hill	CA	08/2019	05/2021

01/2025 → Present

Chequers Financial Management Llc

San Francisco, CA
08/2024 → 01/2025

Bmo Bank N.A.

Oakland, CA
09/2023 → 07/2024

Bmo Bank N.A.

Oakland, CA
01/2023 → 05/2023

Northwestern Mutual Investment Services Llc

San Francisco, CA
02/2021 → 09/2023

Petra Cafe

Orinda, CA
02/2020 → 02/2021

K1 Speed

Dublin, CA
11/2019 → 03/2020

Castro Village Bowl

Castro Valley, CA
06/2018 → 01/2019

See's Candies

Castro Valley, CA
08/2015 → 05/2019

Castro Valley High School

Castro Valley, CA
08/2021 → 07/2023

University Of San Francisco

San Francisco, CA
08/2019 → 05/2021

Diablo Valley Community College

Pleasant Hill, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-20

Other Firms