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Ryan Burgess

Pure Financial Advisors, LLC

San Diego, CA

Davis, CA

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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
CA RA APPROVED 2024-12-17
  • CA RA
    APPROVED
    Since 2024-12-17

Branch Locations

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

1784 Picasso Ave Suite D, Davis, CA 95618 • 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
Parkland Securities, Llc Ann Arbor MI 03/2016 04/2018
Spc Ann Arbor MI 03/2016 04/2018
Blue Oaks Investment Advisers Llc Roseville CA 04/2018 11/2019
Clc Incorporated Roseville CA 03/2016 10/2019
Fisher Investments San Mateo CA 11/2019 03/2020
Blue Oaks Financial, Llc Rocklin CA 04/2020 12/2024
Pure Financial Advisors, Llc San Diego CA 12/2024 Present
  • 03/2016 → 04/2018
    Parkland Securities, Llc
    Ann Arbor, MI
  • 03/2016 → 04/2018
    Spc
    Ann Arbor, MI
  • 04/2018 → 11/2019
    Blue Oaks Investment Advisers Llc
    Roseville, CA
  • 03/2016 → 10/2019
    Clc Incorporated
    Roseville, CA
  • 11/2019 → 03/2020
    Fisher Investments
    San Mateo, CA
  • 04/2020 → 12/2024
    Blue Oaks Financial, Llc
    Rocklin, CA
  • 12/2024 → Present
    Pure Financial Advisors, Llc
    San Diego, CA
Previous Registrations
  • 2020-05-01 → 2024-12-26
    Blue Oaks Financial, Llc
    Rocklin, CA
  • 2019-11-26 → 2020-04-28
    Fisher Investments
    Plano, TX
    San Mateo, CA
  • 2018-06-19 → 2019-11-25
    Blue Oaks Financial, Llc
    Rocklin, CA
  • 2016-03-11 → 2018-05-08
    Spc
    Roseville, CA
    Ann Arbor, MI
  • 2015-08-04 → 2016-03-09
    Principal Securities, Inc.
    Roseville, CA
  • 2014-03-07 → 2015-06-02
    Questar Asset Management, Inc.
    Minneapolis, MN
    Rocklin, CA
    Roseville, CA
  • 2012-10-15 → 2014-03-11
    Wells Fargo Clearing Services, Llc
    El Dorado Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-12
  • S66 Uniform Combined State Law Examination
    2012-10-12
Designations
Other Names
  • Ryan Michael Burgess

View on SEC IAPD

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JAMES T FARLEY
ASHLEY LYNN TESTER
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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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