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3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-28 |
| CA | RA | APPROVED | 2017-08-01 |
Branch Locations
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
7000 E. Belleview Ave., Suite 301, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fairfield | CT | 08/2012 | 05/2017 |
| Pure Financial Advisors, Llc | San Diego | CA | 07/2017 | 01/2022 |
| Pure Financial Advisors, Llc | San Diego | CA | 01/2022 | Present |
(1)NAME: THE HOLIDAY PARTY, FICTION BOOK, NOT INVESTMENT RELATED, 4/2/2014, AUTHOR,VARIOUS HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS, SAN DIEGO, CALIFORNIA (2) NAME: RETIREMENT REVAMP, FINANCIAL EDUCATION & WRITING BOOK - PURE IS USING AS A MARKETING TOOL OFFERED TO CLIENTS & PROSPECTS, INVESTMENT RELATED, 2020, AUTHOR, VARIOUS HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS, SAN DIEGO, CALIFORNIA (3) NAME: IGNORE THE HYPE, FINANCIAL EDUCATION & WRITING BOOK, INVESTMENT RELATED, 2020, AUTHOR, 10 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS, SAN DIEGO, CALIFORNIA (4) NAME: PIGGY BANK TO PORTFOLIO - FINANCIAL ROADMAP FOR NEW INVESTORS, FINANCIAL EDUCATION & WRITING BOOK, INVESTMENT RELATED, 2009, AUTHOR, VARIOUS HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS, SAN DIEGO, CALIFORNIA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-02-10 |
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