JC
John A. Catalfamo
PRIMORIS WEALTH ADVISORS
North Palm Beach, FL 33403
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CRD#: 2746722
JC
Professional summary
John Anthony Catalfamo is a registered financial advisor currently at PRIMORIS WEALTH ADVISORS, LLC located in North Palm Beach, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. John has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)CATALFAMO, EATON & DELISI, LLC; NON-INVESTMENT RELATED ; 9250 ALTERNATE A1A SUITE A, NORTH PALM BEACH, FL 33403; INCOME TAX & ACCOUNTING SERVICES; MANAGING PARTNER; 01/2006; IN-SEASON TIME: 120 HOURS PER MONTH,OFF-SEASON: 40 HOURS PER MONTH; APPOINTMENTS IN SEASON ARE HELD DURING SECURITIES TRADING HOURS; OFF SEASON APPOINTMENTS ARE RARE; DUTIES INCLUDE PREPARING PERSONAL INCOME TAX RETURNS FOR CLIENTS, MANAGING OVERALL OFFICE OPERATIONS. 2)VITIS VINIFERA HOLDINGS INC.; NOT INVESTMENT RELATED; 9520 ALTERNATE AIA SUITE A, NORTH PALM BEACH, FL 33403; THIS ENTITY OWNS 95% OF CATALFAMO, EATON & DELISI, LLC; PRESIDENT; 08/12/2005; 0 HRS PER MONTH; 0 HRS DURING TRADING; FILING FLORIDA ANNUAL REPORT. 3)LUNA SEA CONSULTANTS, INC.; NOT INVESTMENT RELATED; 9250 ALTERNATE AIA SUITE A, NORTH PALM BEACH, FL 33403; SMALL BUSINESS CONSULTING SERVICES; PRESIDENT; 07/05/2006; 20 HRS PER MONTH; 0 HRS DURING TRADING; ASSISTS SMALL BUSINESS AND NON-PROFITS IN MARKETING AND PROMOTIONS. 4)9250 LLC; NOT INVESTMENT RELATED; 9250 ALTERNATE A1A SUITE A; NORTH PALM BEACH; FLORIDA 33403; COMMERCIAL REAL ESTATE; MANAGING MEMBER; 03/13/2017; 5 HRS PER MONTH; 0 HRS DURING TRADING; PROPERTY MANAGEMENT.
CRS (Client Relationship Summary) - RIA
Click below to view John Anthony Catalfamo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 25, 2006 - Present
PRIMORIS WEALTH ADVISORS, LLC
Office #1: 9250 Alternate A1a Suite A, North Palm Beach, FL 33403RIA
CRD#: 125567
North Palm Beach, FL
Past
November 13, 1997 - November 1, 2002
J.P. TURNER & COMPANY, L.L.C.
BD
CRD#: 43177
ATLANTA, GA
Past
March 5, 1997 - November 14, 1997
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
October 17, 1996 - April 14, 1997
WIN CAPITAL CORP.
BD
CRD#: 36172
BAYVILLE, NY
Past
September 6, 1996 - September 25, 1996
QUANTUM GROUP, LTD.
BD
CRD#: 33615
SLOATSBURG, NY
Past
September 6, 1996 - October 18, 1996
BARRON CHASE SECURITIES, INC.
BD
CRD#: 18969
BOCA RATON, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PRIMORIS WEALTH ADVISORS, LLC
PRIMORIS CAPITAL MANAGEMENT, LLC | PRIMORIS WEALTH ADVISORS, LLC
CRD#: 125567 / SEC#: 801-119740
RIA
Registered Investment Advisory firm - (11/6/2020 Approved)Connecticut
Registered Investment Advisory firm - (2/23/2021 Terminated)Florida
Registered Investment Advisory firm - (2/22/2021 Terminated)New York
Registered Investment Advisory firm - (2/22/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/25/2006)
IAR
Texas(3/17/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PW
PRIMORIS WEALTH ADVISORS, LLC
PRIMORIS CAPITAL MANAGEMENT, LLC | PRIMORIS WEALTH ADVISORS, LLC
CRD#: 125567 / SEC#: 801-119740
RIA
Registered Investment Advisory firm - (11/6/2020 Approved)Connecticut
Registered Investment Advisory firm - (2/23/2021 Terminated)Florida
Registered Investment Advisory firm - (2/22/2021 Terminated)New York
Registered Investment Advisory firm - (2/22/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9250 Alternate A1a Suite A, North Palm Beach, FL 33403
Mailing Address
Phone number
(561) 296-0796
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 493 |
| AUM (Assets Under Management) | $ 196,805,283 |
Red Flags
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