Jeffrey Dominic Dattolo

Current Employers

Employment History

• 10/2010 → Present
  M Holdings Securities Inc.
  Portland, OR
• 10/2010 → 06/2019
  Atlas Advisory Group, Llc
  Cranford, NJ
• 07/2019 → 02/2026
  Madison & Main Advisors Llc
  Madison, NJ
• 02/2026 → Present
  Oneteam Financial
  Red Bank, NJ
• 04/2026 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH

Previous Registrations

• 2009-04-27 → 2010-11-01
  Nationwide Securities, Llc
  Cranford, NJ
• 2008-06-23 → 2009-03-13
  Capitol Securities Management, Inc.
  Morristown, NJ
  Wayne, NJ
  Hickory, NC
  Morristown, NJ
  Hickory, NC
  Totowa, NJ
• 2007-12-18 → 2008-06-23
  Pts Brokerage, Llc
  Pompton Lakes, NJ
  Mount Laurel, NJ
• 2004-06-14 → 2005-12-31
  First Montauk Securities Corp.
  Fairfield, NJ
  Fairfield, NJ
  Red Bank, NJ

Other Businesses

1) Niatross Properties, LLC; 4 Cramsey Place, Denville, NJ 07834; 05/16/2017; Partner; Real Estate holding company; Not Investment Related; 2 hours/month; 2 hours/month during business hours; Ownership, Passive (Rental) Income. 2) Madison Rose Advisors, LLC; 266 Main Street, Madison, NJ 07940; 07/2019; Consultant; Insurance and Investment advising & sales; Investment Related; 200 hours/month; 200 hours/month during business hours; Commissions. 3) Madison Brokerage; 266 Main Street, Madison, NJ 07940; 07/02/2019; Agent; Brokerage Insurance and annuities; Investment Related; 1 hour/month; 1 hour/month during business hours; Commissions. 4) Clarity 2 Prosperity; 30400 Detroit Road, #201, Westlake, OH 44145; 07/01/2019; Agent; Fixed insurance and annuities; Investment Related; 1 hour/month; 1 hour/month during business hours; Commissions. 5) NJ DI & LTC Brokers; 1 Bethany Road, Suite 32, Hazlet, NJ 07730; 07/01/2019; Agent; DI & LTC insurance sales; Investment Related; 1 hour/month; 1 hour/month during business hours; Commissions. 6) FNA; 180 River Road, Summit, NJ 07901; 08/2020; Broker; Group Medical Insurance; Not Investment Related; 1 hour/month; 1 hour/month during business hours; Commissions.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-20
• S63 Uniform Securities Agent State Law Examination
  1993-10-06

Designations