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Playa Del Rey, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-04 |
| UT | RA | APPROVED | 2022-08-15 |
| TX | RA | APPROVED_RES | 2021-10-07 |
| CA | RA | APPROVED | 2021-09-10 |
Branch Locations
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-02 |
| CA | RA | APPROVED | 2024-04-15 |
Branch Locations
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
West Hollywood, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 11/2017 | 02/2019 |
| Robert Ornelas | Los Angeles | CA | 04/2016 | 02/2019 |
| Guardian Life Insurance Co Of America | Santa Monica | CA | 02/2019 | 09/2019 |
| Park Avenue Securities | Beverly Hills | CA | 09/2019 | 09/2021 |
| Pashman Financial, Llc | West Hollywood | CA | 06/2021 | Present |
| Origin Financial | Boston | MA | 07/2022 | 04/2024 |
| Nectarine | West Hollywood | CA | 04/2024 | Present |
Nectarine Financial Inc.; investment-related; 1650 Garnet Ave. #1090 San Diego, CA 92109; financial planner; started 04/2024; 3-5 hrs per week; 3-5hr per week during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-30 |
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