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

STONE OAK WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Sep 20, 2023

First registration

Jun 4, 2025

Dual registered

no

Other names

NATHAN IMPELLIZZERI|NATHAN IMELLIZZERI|Nathan J Impellizzeri

IAPD individual key

7568156

• Occurred

  Jan 23, 2026
  Advisor changed firm

  Nathan James Impellizzeri left J.P. Morgan Securities Llc for Stone Oak Wealth Management, Llc (registered 2026-01-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:46a94bad-e413-aff9-7038-1dd97c2ced07

First observed

Jun 4, 2025

Last observed

Sep 14, 2026 5 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.