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3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED_RES | 2025-04-17 |
Branch Locations
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
104 E Roosevelt Suite 100, Wheaton, IL 60187 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger | Lisle | IL | 07/2007 | 04/2017 |
| Voyage Financial Group | Lisle | IL | 07/2007 | 04/2017 |
| Lpl Financial Llc | Lisle | IL | 04/2007 | 04/2017 |
| Fairhaven Wealth Management, Llc | Oak Brook | IL | 04/2017 | Present |
| Pure Financial Advisors, Llc | San Diego | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-20 |
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