NB
Natalie M. Bender
WEALTHFORGE SECURITIES
Richmond, VA 23230
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CRD#: 7612516
NB
Professional summary
Natalie Matheal Bender, who also goes by Natalie Mattel Bender, Natalie Bender, Natalie Matheal Brecht, is a registered financial professional currently at WEALTHFORGE SECURITIES, LLC located in Richmond, Virginia.
Natalie is registered as a RR (Registered Representative) and started their career in finance in 2022. Natalie has worked at 2 firms and has passed the Series 63, Series 7TO, Series 22TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Natalie Mattel Bender | Natalie Bender | Natalie Matheal Brecht
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.
CRS (Client Relationship Summary) - BD
Click below to view Natalie Matheal Bender'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
December 12, 2025 - Present
WEALTHFORGE SECURITIES, LLC
Office #1: 3015 W Moore Street Suite 102, Richmond, VA 23230BD
CRD#: 152550
Richmond, VA
Past
November 28, 2022 - December 11, 2025
LIGHTPATH CAPITAL, INC
BD
CRD#: 34617
La Jolla, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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(1/7/2026)
RR
Alaska(1/7/2026)
RR
Arizona(12/12/2025)
RR
Arkansas(1/7/2026)
RR
California(12/12/2025)
RR
Colorado(12/17/2025)
RR
Connecticut(1/7/2026)
RR
Delaware(1/7/2026)
RR
District of Columbia(1/7/2026)
RR
Florida(12/12/2025)
RR
Georgia(1/7/2026)
RR
Hawaii(1/7/2026)
RR
Idaho(1/7/2026)
RR
Illinois(1/7/2026)
RR
Indiana(1/7/2026)
RR
Iowa(1/7/2026)
RR
Kansas(1/7/2026)
RR
Kentucky(1/7/2026)
RR
Louisiana(1/7/2026)
RR
Maine(1/7/2026)
RR
Maryland(1/7/2026)
RR
Massachusetts(1/7/2026)
RR
Michigan(1/7/2026)
RR
Minnesota(1/7/2026)
RR
Mississippi(1/7/2026)
RR
Missouri(1/7/2026)
RR
Montana(1/7/2026)
RR
Nebraska(1/7/2026)
RR
Nevada(1/7/2026)
RR
New Hampshire(1/7/2026)
RR
New Jersey(1/7/2026)
RR
New Mexico(1/7/2026)
RR
New York(12/12/2025)
RR
North Carolina(1/7/2026)
RR
North Dakota(1/7/2026)
RR
Ohio(1/7/2026)
RR
Oklahoma(1/7/2026)
RR
Oregon(1/7/2026)
RR
Pennsylvania(1/7/2026)
RR
Puerto Rico(1/7/2026)
RR
Rhode Island(1/7/2026)
RR
South Carolina(1/7/2026)
RR
South Dakota(1/7/2026)
RR
Tennessee(1/7/2026)
RR
Texas(1/7/2026)
RR
Utah(1/7/2026)
RR
Vermont(1/7/2026)
RR
Virgin Islands(1/7/2026)
RR
Virginia(12/12/2025)
RR
Washington(12/12/2025)
RR
West Virginia(1/7/2026)
RR
Wisconsin(1/7/2026)
RR
Wyoming(1/7/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/3/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 22TO
Date: 11/28/2022
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WS
WEALTHFORGE SECURITIES, LLC
WEALTHFORGE | WEALTHFORGE, LLC | WEALTHFORGE SECURITIES, LLC
CRD#: 152550 / SEC#: , 8-68464
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
3015 W Moore St Suite 102, Richmond, VA 23230
Mailing Address
3015 W Moore St Suite 102, Richmond, VA 23230
Phone number
(804) 308-0431
Established
Virginia since 07/28/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTHFORGE SECURITIES, LLC
CRD#: 152550Richmond, VA 23230TRUST BUT VERIFY
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