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4660 La Jolla Village Drive Suite 100, San Diego, CA 92122-4604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-15 |
Branch Locations
4660 La Jolla Village Drive Suite 100, San Diego, CA 92122-4604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pure Financial Advisors, Llc | San Diego | CA | 06/2014 | 05/2017 |
| Satori Wealth Management, Inc. | Spring Valley | CA | 04/2017 | Present |
Name: The American Financial Education Alliance. Investment-Related: No. Address: 349 Copperfield Blvd NE STE-L #106 Concord, NC 28025. Nature: Financial Literacy. Position/Title: Financial Coach and Instructor. Start Date: 02/2026. Approximate Number of Hours Per Month: 2. Approximate Number of Hours Per Month During Securities Trading Hours: 0. Duties: Provide educational workshops within the San Diego area.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-15 |
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