Babak Gahvari

Current Employers

Employment History

• 01/2014 → 05/2017
  Pure Financial Advisors, Inc
  San Diego, CA
• 05/2017 → Present
  Canter Companies
  San Diego, CA
• 05/2017 → Present
  Canter Strategic Wealth Management Dba Canter Wealth
  San Diego, CA

Previous Registrations

• 2014-01-28 → 2017-05-23
  Pure Financial Advisors, Llc
  San Diego, CA
• 2011-09-13 → 2014-01-28
  Dimensional Fund Advisors Lp
  Austin, TX

Other Businesses

Landlord/rental property: Single family rental unit, 11743 Kiouk Ave., #102, CA 90049, 100% owner, 05-25-17, 0 hrs. devoted to other business during securities trading hours, rental unit management. Canter Wealth HoldCo, LLC is an owner of Canter Wealth. Canter Wealth HoldCo, LLC is wholly owned by The Canter Group, LLC. The Canter Group, LLC is wholly owned by Canter Holdings, LLC, which is wholly owned by Andrew E. Canter, through a Trust. The Canter Group, Inc. d/b/a Canter Companies, a firm located at 655 West Broadway, Suite 1650, San Diego, CA 92101, provides real estate services (including brokerage, development, and private equity transactions) to clients. The Canter Group operates a range of businesses through controlled entities, collectively referred to as the "Canter Companies," which are described below. The Canter Companies' activities may be material to the business of Canter Wealth and its clients, particularly if clients of Canter Wealth also use the services of one or more of the Canter Companies. Canter Wealth Advisory clients should be aware that when they are using the services of affiliated entities of Canter Wealth, such services are not provided by Canter Wealth, are subject to separate contractual arrangements, and are not part of the advisory services provided by Canter Wealth. Moreover, the protections afforded to a client under applicable investment advisory laws and regulations generally do not apply to the services provided by non-advisory affiliates. The referral arrangements between Canter Wealth and its affiliates and vice versa may present conflicts of interest since personnel associated with the Canter Companies may have a financial incentive to recommend affiliates over other unaffiliated firms. Canter Wealth recommends clients use these related entities' services and products, and certain persons associated with the Canter Companies may refer their non-advisory clients to Canter Wealth. Through these related entities, employees, management personnel, and Canter Wealth owners receive additional compensation, including a portion of the advisory fees paid to Canter Wealth. The following are affiliated businesses owned and operated by the Canter Companies: Canter Management, a wholly-owned subsidiary of The Canter Group, is in the business of managing real estate investment, Canter Capital, a wholly-owned subsidiary of The Canter Group, seeks investment opportunities related to Venture Capital, Private Equity, and Private Real Estate Investments, Canter Development, a wholly-owned subsidiary of The Canter Group, is a real estate developer currently active in the San Diego market, and Canter Brokerage, a wholly-owned subsidiary of The Canter Group, is a licensed real estate broker. From time to time, Mr. Gahvari may offer clients advice or products from Canter Companies or another firm, which has been disclosed, above. Clients should be aware the potential for receipt of commissions and other compensation from the above listed outside business activities can create a conflict of interest and can provide an incentive for them to recommend advice or products based on compensation to be received rather than on client needs. Canter Wealth addresses this conflict of interest by requiring him to disclose the above relationship(s) to clients. He satisfies this requirement by advising clients of the nature of the transaction or relationship, noting his role in the transaction and relationship, and disclosing any compensation to be received by him before transaction execution. Mr. Gahvari acts in the best interest of clients. Clients are always in no way required to utilize the services of any Advisor Representative of Canter Wealth regarding such individual's activities outside of Canter Wealth.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-07

Designations

Other Names

• Bobby Gahvari