Best Investors Account Sign in

Natale Joseph Monastra

Westend Advisors, LLC

Charlotte, NC

Claim This Profile
Current Employers
Westend Advisors, Llc

1001 Morehead Square Drive Suite 600, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-30
  • NC RA
    APPROVED
    Since 2024-01-30

Branch Locations

1001 Morehead Square Drive Suite 600, Charlotte, NC 28203 • 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
Victory Capital Services, Inc. Charlotte NC 12/2023 Present
Opus Capital Management, Llc Cincinnati OH 09/2021 11/2023
Xavier University Cincinnati OH 08/2016 07/2021
  • 12/2023 → Present
    Victory Capital Services, Inc.
    Charlotte, NC
  • 09/2021 → 11/2023
    Opus Capital Management, Llc
    Cincinnati, OH
  • 08/2016 → 07/2021
    Xavier University
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-04-19
S65 Uniform Investment Adviser Law Examination 2024-01-30
  • S63 Uniform Securities Agent State Law Examination
    2024-04-19
  • S65 Uniform Investment Adviser Law Examination
    2024-01-30

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor