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3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-17 |
Branch Locations
22500 Ne Marketplace Dr Suite 203, Redmond, WA 98053 • United States
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bellevue | WA | 12/2012 | 12/2016 |
| Charles Schwab Bank | Bellevue | WA | 12/2012 | 12/2016 |
| Personal Investment Management, Inc. | Redmond | WA | 01/2017 | Present |
| Pure Financial Advisors, Llc | San Diego | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-08 |
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