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3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-21 |
| CA | RA | APPROVED | 2023-03-07 |
Branch Locations
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • 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 |
|---|---|---|---|---|
| Emerald Ventures Llc | San Francisco | CA | 09/2011 | Present |
| Mip Inc | Denver | CO | 06/2016 | Present |
| Growth Capital Services, Inc. | San Francisco | CA | 05/2018 | 07/2021 |
| Northrock Partners | Minneapolis | MN | 04/2021 | 04/2022 |
| Pure Financial Advisors, Llc | San Diego | CA | 11/2022 | 01/2025 |
| Pure Financial Advisors, Llc | San Diego | CA | 01/2025 | Present |
1. Emerald Ventures; Investment Related; 30 Harry St., San Francisco, CA, 94131; Private investment vehicle; Managing Partner; Less than 5 hrs per month; none during trading hours; This is the reg. reps. personal investment portfolio, which he manages through this vehicle. 2. MIP Inc.; Investment-related; 730 17th St Ste 420; Denver, CO 80202; Business Owner; CEO; 09/2018; ~10 hrs/ month; not tied to trading; CEO overseeing all aspects of the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-26 |
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