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Allison Jo Alley

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 2021-02-18
CA RA APPROVED 2015-02-12
  • TX RA
    APPROVED
    Since 2021-02-18
  • CA RA
    APPROVED
    Since 2015-02-12

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
Pure Financial Advisors, Llc San Diego CA 02/2015 02/2020
Pure Financial Advisors, Llc San Diego CA 02/2020 Present
Previous Registrations
  • 2012-12-19 → 2013-09-04
    Lpl Financial Llc
    Newport Beach, CA
  • 2010-12-02 → 2013-01-02
    Cuso Financial Services, L.P.
    La Mesa, CA
    San Diego, CA
    Poway, CA
    La Mesa, CA
  • 2009-08-17 → 2010-11-29
    Chase Investment Services Corp.
    San Diego, CA
    San Diego, CA
  • 2007-06-04 → 2009-08-03
    Banc Of America Investment Services, Inc.
    La Jolla, CA
    San Diego, CA
    San Diego, CA
  • 2003-09-26 → 2007-06-01
    Ameriprise Financial Services, Llc
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-25
  • S66 Uniform Combined State Law Examination
    2003-09-25
Designations

View on SEC IAPD

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Other Offices

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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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