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3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-06 |
Branch Locations
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
3623 Crossings Dr. Suite 104, Prescott, AZ 86305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Alpharetta | GA | 10/2015 | 07/2022 |
| Charles Schwab Bank | Alpharetta | GA | 10/2015 | 07/2022 |
| Next Phase Financial Planning Llc | Prescott | AZ | 06/2022 | Present |
| Pure Financial Advisors | San Diego | CA | 01/2025 | Present |
| Retire Sound Inc Dba Addition Wealth | New York | NY | 12/2023 | Present |
David Edmisten is contracted out as a Consultant with Addition Wealth as of 12/5/23, a separate and unaffiliated Registered Investment Advisory firm located at 43 W 23rd St. New York, NY 10010. David provides financial education to Addition Wealth's users. This activity takes up approximately 10% of David's total time and approximately 5% of David's time during trading hours. Next Phase Financial Planning does not refer clients to Addition Wealth, and Addition Wealth does not refer clients to Next Phase Financial Planning. Addition Wealth partners with employers to provide employees ("User(s)") with access to customized tools, guides, dashboards and individual sessions with financial professionals. Through its interactive platform, Addition Wealth seeks to partner with Users to understand their unique needs and to craft a comprehensive approach to support financial wellness. Addition Wealth provides resources and tools for, among other financial wellness topics, assistance with understanding equity compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-15 |
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