Adam Nicholas Coleman

Employer firm

Nectarine CRD 327155

3,210 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2023 → Present
  Loan Pronto
  Charlotte, NC
• 04/2009 → 03/2023
  Wyndham Capital Mortgage
  Charlotte, NC
• 02/2024 → 04/2024
  Core Planning
  St. Louis, MO
• 04/2024 → Present
  Nectarine
  Waxhaw, NC
• 03/2024 → 03/2025
  Smartpath Financial Education
  Waxhaw, NC

Previous Registrations

• 2024-02-23 → 2024-04-02
  Core Planning
  Ofallon, MO
  Waxhaw, NC

Other Businesses

Loan Pronto investment-related 800 Westmere Ave. Suite 300, Charlotte, NC 28208 Mortgage Broker Mortgage Loan Originator 04/01/2023 120 hrs/month 80 hours/month during trading help clients with any mortgage needs for residential home purchases or refinances.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-02