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James Chigungu Mwombela

Nectarine

Durham, NC

San Diego, CA

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Current Employers
Nectarine

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-07-28
TX RA APPROVED 2025-07-28
  • NC RA
    APPROVED
    Since 2025-07-28
  • TX RA
    APPROVED
    Since 2025-07-28

Branch Locations

Durham, NC • United States

1650 Garnet Avenue #1090, San Diego, CA 92109 • 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
Cardinal Retirement Planning, Inc. Durham NC 02/2016 09/2018
Gradient Investments, Llc Durham NC 02/2016 09/2018
H.E. Scheil & Associates, Inc. Durham NC 05/2015 09/2018
Insurance Advisor Associates, Inc. Durham NC 09/2017 09/2018
Cambridge Investment Research, Inc Annapolis MD 10/2018 03/2019
Cambridge Investment Research Advisors, Inc. Annapolis MD 10/2018 05/2019
Cambridge Investment Research, Inc. Annapolis MD 03/2019 05/2019
Grid 202 Partners Durham NC 06/2019 09/2020
Northavenue, Llc Durham NC 09/2020 08/2021
Mwombela Financial Planning, Llc Durham NC 11/2021 03/2023
Student Loan Planner Chapel Hill NC 03/2022 01/2026
Legacy Financial Group Annapolis MD 09/2018 05/2019
Slp Wealth Durham NC 04/2023 02/2025
Nectarine Durham NC 07/2025 Present
  • 02/2016 → 09/2018
    Durham, NC
  • 02/2016 → 09/2018
    Durham, NC
  • 05/2015 → 09/2018
    H.E. Scheil & Associates, Inc.
    Durham, NC
  • 09/2017 → 09/2018
    Insurance Advisor Associates, Inc.
    Durham, NC
  • 10/2018 → 03/2019
    Cambridge Investment Research, Inc
    Annapolis, MD
  • 10/2018 → 05/2019
    Annapolis, MD
  • 03/2019 → 05/2019
    Cambridge Investment Research, Inc.
    Annapolis, MD
  • 06/2019 → 09/2020
    Grid 202 Partners
    Durham, NC
  • 09/2020 → 08/2021
    Durham, NC
  • 11/2021 → 03/2023
    Mwombela Financial Planning, Llc
    Durham, NC
  • 03/2022 → 01/2026
    Student Loan Planner
    Chapel Hill, NC
  • 09/2018 → 05/2019
    Legacy Financial Group
    Annapolis, MD
  • 04/2023 → 02/2025
    Durham, NC
  • 07/2025 → Present
    Durham, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-03-11
S65 Uniform Investment Adviser Law Examination 2015-12-23
  • S63 Uniform Securities Agent State Law Examination
    2019-03-11
  • S65 Uniform Investment Adviser Law Examination
    2015-12-23
Designations
Other Names
  • James Mwombela

View on SEC IAPD

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