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Nathan David Aloi

Tfo Wealth Partners

Maumee, OH

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Current Employers
Tfo Wealth Partners

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-06-13
  • OH RA
    APPROVED
    Since 2023-06-13

Branch Locations

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tfo Wealth Partners Maumee OH 05/2023 Present
John Carroll University University Heights OH 08/2019 05/2023
St. John's Jesuit High School Toledo OH 08/2015 05/2019
  • 05/2023 → Present
    Tfo Wealth Partners
    Maumee, OH
  • 08/2019 → 05/2023
    John Carroll University
    University Heights, OH
  • 08/2015 → 05/2019
    St. John's Jesuit High School
    Toledo, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-15
  • S65 Uniform Investment Adviser Law Examination
    2023-04-15
Designations

View on SEC IAPD

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Other Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH
THE RETIREMENT GUYS FORMULA · MAUMEE, OH
CAMELOT PORTFOLIOS, LLC · MAUMEE, OH
ATLANTIS WEALTH ADVISORS LLC · MAUMEE, OH
MUNN WEALTH MANAGEMENT, LLC · MAUMEE, OH
PATRIOT WEALTH PLANNERS LLC · MAUMEE, OH
BLACKRIDGE ASSET MANAGEMENT, LLC · Maumee, OH
OSAIC WEALTH, INC. · MAUMEE, OH

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