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JP

Joseph A. Puritt

WHITTIER ADVISORS
NEWPORT BEACH, CA 92660
Some features on this profile are disabled
CRD#: 6896652
JP

Professional summary

Joseph Anthony Puritt, who also goes by Joseph Natalizio, Joseph A Puritt, Joseph Puritt, is a registered financial advisor currently at WHITTIER ADVISORS, LLC located in Newport Beach, California and FORESIDE FUNDS DISTRIBUTORS LLC located in Los Angeles, California.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Joseph has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joseph Natalizio | Joseph A Puritt | Joseph Puritt

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Anthony Puritt's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 5, 2025 - Present

WHITTIER ADVISORS, LLC

Office #1: 4695 Macarthur Court Suite 1500, Newport Beach, CA 92660
RIA
CRD#: 318024
NEWPORT BEACH, CA
Current

December 22, 2025 - Present

FORESIDE FUNDS DISTRIBUTORS LLC

Office #1: 11100 Santa Monica Blvd #1910, Los Angeles, CA 90049
BD
CRD#: 31334
Los Angeles, CA
Past

June 30, 2022 - January 19, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LOS ANGELES, CA
Past

April 11, 2022 - January 19, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LOS ANGELES, CA
Past

February 16, 2018 - March 21, 2022

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
BEVERLY HILLS, CA

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".
WA
WHITTIER ADVISORS, LLC
BELRIDGE ADVISORS, LLC | WHITTIER ADVISORS, LLC

CRD#: 318024 / SEC#: 801-126237

RIA
Registered Investment Advisory firm - (7/28/2022 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/2/2026)
RR
Alaska
(1/2/2026)
RR
Arizona
(1/2/2026)
RR
Arkansas
(1/2/2026)
IAR
California
(11/5/2025)
RR
California
(12/22/2025)
RR
Colorado
(1/2/2026)
RR
Connecticut
(1/2/2026)
RR
Delaware
(1/2/2026)
RR
District of Columbia
(1/2/2026)
RR
Florida
(1/2/2026)
RR
Georgia
(1/2/2026)
RR
Hawaii
(1/2/2026)
RR
Idaho
(1/2/2026)
RR
Illinois
(1/2/2026)
RR
Indiana
(1/2/2026)
RR
Iowa
(1/2/2026)
RR
Kansas
(1/2/2026)
RR
Kentucky
(1/2/2026)
RR
Louisiana
(1/2/2026)
RR
Maine
(1/2/2026)
RR
Maryland
(1/2/2026)
RR
Massachusetts
(1/2/2026)
RR
Michigan
(1/2/2026)
RR
Minnesota
(1/2/2026)
RR
Mississippi
(1/2/2026)
RR
Missouri
(1/2/2026)
RR
Montana
(1/2/2026)
RR
Nebraska
(1/2/2026)
IAR
Nevada
(11/5/2025)
RR
Nevada
(1/2/2026)
RR
New Hampshire
(1/2/2026)
RR
New Jersey
(1/2/2026)
RR
New Mexico
(1/2/2026)
RR
New York
(1/2/2026)
RR
North Carolina
(1/2/2026)
RR
North Dakota
(1/2/2026)
RR
Ohio
(1/2/2026)
RR
Oklahoma
(1/2/2026)
RR
Oregon
(1/2/2026)
RR
Pennsylvania
(1/2/2026)
RR
Rhode Island
(1/2/2026)
RR
South Carolina
(1/2/2026)
RR
South Dakota
(1/2/2026)
RR
Tennessee
(1/2/2026)
RR
Texas
(1/2/2026)
RR
Utah
(1/2/2026)
RR
Vermont
(1/2/2026)
RR
Virginia
(1/2/2026)
RR
Washington
(1/2/2026)
RR
West Virginia
(1/2/2026)
RR
Wisconsin
(1/2/2026)
RR
Wyoming
(1/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/28/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/2/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/25/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/16/2018
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WA
WHITTIER ADVISORS, LLC
BELRIDGE ADVISORS, LLC | WHITTIER ADVISORS, LLC

CRD#: 318024 / SEC#: 801-126237

RIA
Registered Investment Advisory firm - (7/28/2022 Approved)
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Contact information

Main Address
4695 Macarthur Court Suite 1500, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 341-4250
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WHITTIER ADVISORS ADV 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts14
AUM (Assets Under Management)$ 1,475,040,057

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WHITTIER ADVISORS, LLC

CRD#: 318024Newport Beach, CA 92660

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