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840 Apollo St # 100, El Segundo, CA 90245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-12 |
| CA | RA | APPROVED | 2025-04-09 |
Branch Locations
840 Apollo St # 100, El Segundo, CA 90245 • United States
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 | 2025-01-13 |
Branch Locations
840 Apollo St Ste 100, El Segundo, CA 90245 • United States
Hawthorne, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Albert Corporation | Culver City | CA | 03/2019 | 04/2024 |
| California Capital Management | North Hollywood | CA | 03/2018 | 02/2019 |
| Wilshire Associates | Santa Monica | CA | 11/2012 | 03/2018 |
| Albert Securities, Llc | Culver City | CA | 01/2021 | 04/2024 |
| Albert Investments, Llc | Culver City | CA | 10/2019 | 04/2024 |
| Nerdwallet Advisory | San Francisco | CA | 04/2024 | 12/2024 |
| Nectarine | El Segundo | CA | 12/2024 | Present |
| Casita Financial Planning Llc | El Segundo | CA | 12/2024 | Present |
| Magellan Federal | Arlington | VA | 05/2025 | Present |
Name of Firm: Magellan Federal Investment Related: No Address: 2800 Shirlington Rd # 350, Arlington, VA 22206 Nature of Business: Financial counseling for military Position: Personal Financial Counselor Duties: Financial counselor and educator for active duty military Hours Devoted: 80 Hours Devoted During Trading Hours: 80 Start Date: 05/15/2025 Name of Firm: Nectarine Investment Related: Yes Address: 1650 Garnet Avenue #1090, San Diego, CA 92109 Nature of Business: Financial planning Position: Financial Planner Duties: Financial planning and investment guidance Hours Devoted: 16 Hours Devoted During Trading Hours: 8 Start Date: 12/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-26 |
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