DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at NECTARINE
EL SEGUNDO, CA | Hawthorne, CA | El Segundo, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CASITA FINANCIAL PLANNING | State registered | Apr 9, 2025 | n/a | yes | EL SEGUNDO, CA | Current employment |
| Nectarine | No RAUM reported | Jan 13, 2025 | n/a | yes | El Segundo, CA|Hawthorne, CA | Current employment |
| NERDWALLET ADVISORY | No RAUM reported | Apr 16, 2024 | Dec 20, 2024 | no | Hawthorne, CA|SCOTTSDALE, AZ | Previous registration |
| ALBERT INVESTMENTS, LLC | Independent wealth | Oct 4, 2019 | Nov 13, 2023 | no | SANTA BARBARA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NERDWALLET ADVISORY | Nectarine | Dec 20, 2024 | Jan 13, 2025 | 24 | Firm change | Other |
| ALBERT INVESTMENTS, LLC | NERDWALLET ADVISORY | Nov 13, 2023 | Apr 16, 2024 | 155 | Firm change | RIA to new firm |