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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
WA RA APPROVED 2025-03-17
  • WA RA
    APPROVED
    Since 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

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
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
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-05
S63 Uniform Securities Agent State Law Examination 2007-01-08
  • S65 Uniform Investment Adviser Law Examination
    2011-07-05
  • S63 Uniform Securities Agent State Law Examination
    2007-01-08
Designations

View on SEC IAPD

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