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Reading the graph
Advisor at NECTARINE
SAN DIEGO, CA | SCOTTSDALE, AZ | Scottsdale, AZ
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 |
|---|---|---|---|---|---|---|
| DARING GREATLY WEALTH | State registered | Aug 27, 2026 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| Nectarine | No RAUM reported | Jan 14, 2025 | n/a | yes | SAN DIEGO, CA|Scottsdale, AZ | Current employment |
| EXPERIENCE YOUR WEALTH, LLC | Independent wealth | May 30, 2023 | Jan 3, 2024 | no | BRISTOL, RI|Scottsdale, AZ|Phoenix, AZ|BRISTOL, RI | Previous registration |
| BRIGHTON JONES LLC | Independent wealth | Sep 2, 2021 | May 3, 2023 | no | Scottsdale, AZ|SEATTLE, WA | Previous registration |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Dec 20, 2019 | Jun 29, 2021 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EXPERIENCE YOUR WEALTH, LLC | Nectarine | Jan 3, 2024 | Jan 14, 2025 | 377 | Firm change | RIA to new firm |
| BRIGHTON JONES LLC | EXPERIENCE YOUR WEALTH, LLC | May 3, 2023 | May 30, 2023 | 27 | Firm change | RIA to RIA |
| ROBERT W. BAIRD & CO. INCORPORATED | BRIGHTON JONES LLC | Jun 29, 2021 | Sep 2, 2021 | 65 | Firm change | RIA to RIA |