Nicole Michelle Albrecht

Current Employers

Employment History

• 09/2006 → 10/2019
  1St Global Capital Corp.
  Temecula, CA
• 02/2001 → 10/2021
  Financial Accounting Services, Inc.
  Temecula, CA
• 06/2007 → 10/2019
  1St Global Advisors, Inc.
  Temecula, CA
• 05/2008 → 10/2019
  1St Global Insurance Services, Inc.
  Temecula, CA
• 03/2013 → 01/2020
  Rawdin-Baron Financial, Inc.
  Temecula, CA
• 10/2019 → 03/2020
  Avantax Advisory Services
  Temecula, CA
• 10/2019 → 03/2020
  Avantax Investment Services, Inc.
  Temecula, CA
• 07/2020 → 09/2024
  Hub Investment Partners, Llc
  Austin, TX
• 09/2024 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2022-01-05 → 2024-10-16
  Hub Investment Partners, Llc
  Austin, TX
  Temecula, CA
• 2020-07-03 → 2021-12-31
  Hub Investment Partners, Llc
  Temecula, CA
  Austin, TX
• 2020-03-11 → 2020-12-08
  Tcg Advisors, Lp
  Austin, TX
  Temecula, CA
• 2019-10-25 → 2020-03-12
  Avantax Advisory Services
  Irving, TX
• 2013-03-11 → 2020-01-29
  Reason Financial
  Temecula, CA
• 2007-06-20 → 2019-10-25
  1St Global Advisors Inc
  Temecula, CA

Other Businesses

1. Albrecht's Elite Investments, LLC (f.k.a. FAS Investments, LLC) - Position: CEO. Location: Temecula, CA. Investment Related?: No. 2. Nature: Taxes. Start Date: 7/11/2007. Number of Hours: 160. During Securities Trading Hours: 160. Description: Help business owners create tax and financial strategies to improve business processes and profitability. 3. Elite Tax Partners, Inc. - Accounting firm/Business Tax Prep - Tax Preparer -Start: 08/2021 - 200 hours are devoted to this activity during trading hours - Not Investment Related - 41951 Remington Avenue, Suite 210, Temecula CA 92590 . 4. Mission Hope - 41760 Rider Way, Temecula, CA, 92592 - Non Profit for housing and food - DBA used in conjunction, Rancho Damaciatas - 501 (3) C - Start: 10/2019 - Review of financials, supports chair - 20 hours are devoted to this activity during market hours - Not Investment Related. 5. Murieta Wildomar Chamber of Commerce - 26442 Beckman Ct, Murrieta CA 92562 - Promote Business Community - 501 C 6 - Start: 06/2021 - Treasurer - review financials report to board - Not investment related - 3 hours are devoted to this activity during market hours. 5. Everplan Wealth - Start: 09/20/2024 - 41951 Remington Ave, Temecula CA 92590 - Professional Partner - LLC - Referring clients to Everplan Wealth DBA - 3 hours are devoted to this activity during trading hours - Investment Related.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-15