DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Daniel Alan Natoli
Feed of 09/14/2026
Also filed as Dan Natoli
At current firm
0 y
since Jan 9, 2026
In the industry
10 y
since Feb 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Altitude Capital Management LLC independent RIA currentsince Jan 9, 2026 · Des Moines, Ia
- Creative Resources Investment Advisors LLC formerAug 9, 2022 to Dec 16, 2025 · Cranston, Ri
- Rfg Advisory, LLC independent RIAAug 1, 2019 to May 19, 2022 · Vestavia Hills, Al
Moves
a registration end followed by a registration begin elsewhere
- Creative Resources Investment Advisors LLC to Altitude Capital Management LLCleft Dec 16, 2025, registered Jan 9, 2026 (24 days) · Other
- Rfg Advisory, LLC to Creative Resources Investment Advisors LLCleft May 19, 2022, registered Aug 9, 2022 (82 days) · Other
Signals
- Daniel Alan Natoli left Creative Resources Investment Advisors Llc for Altitude Capital Management Llc (registered 2026-01-09)Dec 16, 2025 · Advisor changed firm · fact
- Daniel Alan Natoli left Rfg Advisory, Llc for Creative Resources Investment Advisors Llc (registered 2022-08-09)May 19, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address