Inactive

Nicholas Loeffelman

Citrine Capital

Huntington Beach, CA

San Francisco, CA

CRD 7489058

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Employer firm

Citrine Capital CRD 171735

$347M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
TAX RETURN PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Citrine Capital

535 Mission St 14Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-02-04

CA RA
APPROVED

Since 2022-02-04

Branch Locations

Huntington Beach, CA • United States

535 Mission St 14Th Floor, San Francisco, CA 94105 • 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

Organization	City	State	From	To
Citrine Capital	Huntington Beach	CA	10/2021	Present
Intelliloan	Orange	CA	01/2021	09/2021
School	Columbia	MO	04/2020	01/2021
Crepe Cart Of Columbia, Mo	Columbia	MO	01/2018	04/2020
Unemployed	Columbia	MO	07/2017	01/2018
Zaxby's	Columbia	MO	04/2017	07/2017
School	Columbia	MO	02/2016	04/2017

10/2021 → Present

Citrine Capital

Huntington Beach, CA
01/2021 → 09/2021

Intelliloan

Orange, CA
04/2020 → 01/2021

School

Columbia, MO
01/2018 → 04/2020

Crepe Cart Of Columbia, Mo

Columbia, MO
07/2017 → 01/2018

Unemployed

Columbia, MO
04/2017 → 07/2017

Zaxby's

Columbia, MO
02/2016 → 04/2017

School

Columbia, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-02-04

S65 Uniform Investment Adviser Law Examination

2022-02-04

Designations

Certified Financial Planner

View on SEC IAPD

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