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Carla Taylor Adams

Nectarine

San Diego, CA

Lake Orion, MI

Ametrine Wealth

Lake Orion, MI

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Current Employers
Nectarine

1650 Garnet Avenue #1090, San Diego, CA 92109 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-04-02
TX RA APPROVED 2024-04-02
  • MI RA
    APPROVED
    Since 2024-04-02
  • TX RA
    APPROVED
    Since 2024-04-02

Branch Locations

1650 Garnet Avenue #1090, San Diego, CA 92109 • United States

Lake Orion, MI • United States

Ametrine Wealth

Lake Orion, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-08-01
  • MI RA
    APPROVED
    Since 2023-08-01

Branch Locations

Lake Orion, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blue Prairie Group Chicago IL 05/2013 07/2018
Diversified Portfolios, Inc Bloomfield Hills MI 07/2018 06/2023
Ametrine Wealth Management Llc Lake Orion MI 07/2023 Present
Nectarine Lake Orion MI 04/2024 Present
  • 05/2013 → 07/2018
    Blue Prairie Group
    Chicago, IL
  • 07/2018 → 06/2023
    Diversified Portfolios, Inc
    Bloomfield Hills, MI
  • 07/2023 → Present
    Ametrine Wealth Management Llc
    Lake Orion, MI
  • 04/2024 → Present
    Nectarine
    Lake Orion, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-25
  • S65 Uniform Investment Adviser Law Examination
    2008-04-25
Designations
Other Names
  • Carla Adams
  • Carla Nicole Taylor
  • Carla Taylor

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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