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Clovis, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-27 |
Branch Locations
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED | 2025-01-14 |
Branch Locations
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Advisors, Inc. | Fresno | CA | 06/2016 | 09/2018 |
| Csu Fresno | Fresno | CA | 08/2014 | 06/2018 |
| Portfolio Advisors, Inc. | Fresno | CA | 09/2018 | 07/2021 |
| Panoramic Financial Advice | Fresno | CA | 08/2021 | 12/2024 |
| Nectarine | Clovis | CA | 01/2025 | Present |
| Fallbrook Fi Llc | Clovis | CA | 01/2025 | Present |
- Name of other business: Nectarine Financial, Inc. ("Nectarine") - Investment-related: yes - Address: 1650 Garnet Avenue, #1090, San Diego, CA 92109 - Nature of the other business: investment advisor - Position/title/duties: Financial Advisor - Start date: 01/2025 - Approximate number of hours/month devoted to the other business: 40 - Number of hours devoted during securities trading hours: 15 - Name of other business: Fallbrook Fi LLC - Investment-related: yes - Address: Private residence in Clovis, CA - Nature of the other business: Financial Advising & Investment Management - Position: Owner - Start date: 01/2025 - Approximate number of hours/month devoted to the other business: 80 - Number of hours devoted during securities trading hours: 60 - Financial advising and investment management for individuals and high net worth individuals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-29 |
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