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Current Employers
Pathview Wealth Advisors

1455 Frazee Road Suite 700, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-27
TX RA APPROVED 2023-04-21
CA RA APPROVED 2021-03-29
  • TN RA
    APPROVED
    Since 2025-03-27
  • TX RA
    APPROVED
    Since 2023-04-21
  • CA RA
    APPROVED
    Since 2021-03-29

Branch Locations

1455 Frazee Road Suite 700, San Diego, CA 92108 • United States

Signal Mountain, TN • 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, Inc. San Diego CA 05/2014 10/2020
Unemployed San Diego CA 11/2020 03/2021
Rowling & Associates Llc San Diego CA 03/2021 06/2024
Pathview Wealth Advisors San Diego CA 06/2024 Present
  • 05/2014 → 10/2020
    Pure Financial Advisors, Inc.
    San Diego, CA
  • 11/2020 → 03/2021
    Unemployed
    San Diego, CA
  • 03/2021 → 06/2024
    Rowling & Associates Llc
    San Diego, CA
  • 06/2024 → Present
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-06-11
  • S63 Uniform Securities Agent State Law Examination
    2008-06-11
Designations
Other Names
  • Ashley Jo Kessler

View on SEC IAPD

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