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William Anthony Hodapp

Pure Financial Advisors, LLC

San Diego, CA

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Current Employers
Pure Financial Advisors, Llc

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-20
CA RA APPROVED 2021-08-04
  • TX RA
    APPROVED
    Since 2024-11-20
  • CA RA
    APPROVED
    Since 2021-08-04

Branch Locations

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1St Global Advisors, Inc New Orleans LA 08/2013 06/2018
1St Global Capital Corp New Orleans LA 08/2013 06/2018
Wells Fargo Murrieta CA 06/2018 10/2020
Ci Surevest Private Wealth Los Angeles CA 10/2020 07/2021
Pure Financial Advisors, Llc San Diego CA 07/2021 03/2024
Pure Financial Advisors, Llc San Diego CA 03/2024 Present
  • 08/2013 → 06/2018
    1St Global Advisors, Inc
    New Orleans, LA
  • 08/2013 → 06/2018
    1St Global Capital Corp
    New Orleans, LA
  • 06/2018 → 10/2020
    Wells Fargo
    Murrieta, CA
  • 10/2020 → 07/2021
    Ci Surevest Private Wealth
    Los Angeles, CA
  • 07/2021 → 03/2024
    Pure Financial Advisors, Llc
    San Diego, CA
  • 03/2024 → Present
    Pure Financial Advisors, Llc
    San Diego, CA
Previous Registrations
  • 2020-10-26 → 2021-07-20
    Surevest Private Wealth
    Los Angeles, CA
  • 2012-09-04 → 2018-06-26
    1St Global Advisors Inc
    Galveston, TX
    New Orleans, LA
  • 2004-10-08 → 2012-09-07
    Commonwealth Financial Network
    Bonsall, CA
    Temecula, CA
  • 1998-07-31 → 2004-10-26
    1St Global Advisors Inc
    Fallbrook, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-20
S63 Uniform Securities Agent State Law Examination 1998-03-16
  • S65 Uniform Investment Adviser Law Examination
    1998-07-20
  • S63 Uniform Securities Agent State Law Examination
    1998-03-16
Designations
Other Names
  • William A Hodapp
  • Bill Hodapp

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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