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10900 E. 183Rd Street Ste. 215, Cerritos, CA 90703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-01-13 |
Branch Locations
10900 183Rd Street, Suite 215, Cerritos, CA 90703 • United States
10900 E. 183Rd Street Ste. 215, Cerritos, CA 90703 • 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 |
|---|---|---|---|---|
| Pure Wealth Management, Inc. | Cerritos | CA | 08/2010 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Cerritos | CA | 08/2010 | 07/2023 |
| Innovation Partners Llc | Charlotte | NC | 08/2023 | Present |
(1) PURE WEALTH MANAGEMENT INC; 10900 E. 183RD ST, STE 215, CERRITOS, CA 90703; FINANCIAL PLANNING & INVESTMENT PORTFOLIO MANAGEMENT; PRESIDENT/CCO/CIO; 8/6/2010; 40 HOURS PER WEEK; MY PRIMARY DUTY IS TO MANAGE THE INVESTMENT PORTFOLIOS OF MY CLIENTS & HANDLE ALL FINANCIAL MATTERS. (2) PURE HEALTH MANAGEMENT; NOT INVESTMENT RELATED; 10900 183RD ST. STE 215 CERRITOS, CA 90703; HEALTH, MEDICAL, DENTAL AND VISION INSURANCE; INDEPENDENT AGENT; 9/20/2012; APPROX 20 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-25 |
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