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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-19 |
| NJ | RA | APPROVED | 2025-05-19 |
| NY | RA | APPROVED | 2025-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacks City Grill | Johnson City | TN | 08/2015 | 05/2017 |
| Ridgefields Country Club | Kingsport | TN | 06/2012 | 09/2017 |
| Jackson National Life Distributors Llc | Franklin | TN | 10/2017 | 05/2023 |
| East Tennessee State University | Johnson City | TN | 08/2012 | 05/2017 |
| Unemployed | Nashville | TN | 06/2023 | 09/2023 |
| Proxy Wealth Advisors Llc | Aventura | FL | 10/2023 | 06/2024 |
| Pruco Securities, Llc. | New York | NY | 06/2024 | 11/2024 |
| The Prudential Insurance Company Of America | New York | NY | 06/2024 | Present |
| Lpl Enterprise, Llc | New York | NY | 11/2024 | Present |
| Osaic Wealth, Inc | New York | NY | 05/2025 | Present |
1. MATT LOTT/ROMANA WEALTH PARTNERS SFA POSITION: Salaried financial advisor under Samantha Balboni NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 360 SECURITIES TRADING HOURS: 340 START DATE: 05/15/2025 ADDRESS: 3000 Executive Parkway, Suite 400, San Ramon CA 94583, United States DESCRIPTION: Supporting the lead advisor Samantha Balboni and her clients. 2. MATT LOTT/ROMANA WEALTH PARTNERS INSURANCE POSITION: Salaried financial advisor under Samantha Balboni NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/15/2025 ADDRESS: 3000 Executive Parkway, Suite 400, San Ramon CA 94583, United States DESCRIPTION: Supporting the lead advisor Samantha Balboni and her clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-30 |
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