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Current Employers
Nectarine

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-09
CA RA APPROVED 2023-08-21
  • TX RA
    APPROVED
    Since 2024-04-09
  • CA RA
    APPROVED
    Since 2023-08-21

Branch Locations

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

Solvang, CA • United States

Synchronous Wealth Advisors Llc

Solvang, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-07
  • CA RA
    APPROVED
    Since 2022-01-07

Branch Locations

Solvang, CA • 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
Blackrock Investments, Llc Boston MA 08/2013 10/2021
Synchronous Wealth Advisors Llc Solvang CA 11/2021 Present
Nectarine, Inc. San Diego CA 06/2023 Present
Personal Finance Club San Diego CA 01/2022 12/2024
  • 08/2013 → 10/2021
    Blackrock Investments, Llc
    Boston, MA
  • 11/2021 → Present
    Solvang, CA
  • 06/2023 → Present
    Nectarine, Inc.
    San Diego, CA
  • 01/2022 → 12/2024
    Personal Finance Club
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-02-10
  • S63 Uniform Securities Agent State Law Examination
    2014-02-10
Designations

View on SEC IAPD

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