This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TWELVE POINTS WEALTH MANAGEMENT

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 24, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

May 24, 2014

First registration

Dec 8, 2014

Dual registered

no

Other names

ROBERT P NATALE

IAPD individual key

5537912

• Occurred

  Jul 24, 2023
  Advisor changed firm

  Robert Philip Natale left Vista Way Advisors for Twelve Points Wealth Management (registered 2025-07-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:36f5ec3c-cc53-0e6e-1a95-2117ed8c69dd

First observed

Dec 8, 2014

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.