Inactive

Nicholas Brent Rose

Pure Financial Advisors, LLC

Woodland Hills, 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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-20
CA	RA	APPROVED	2022-06-01

TX RA
APPROVED

Since 2024-11-20
CA RA
APPROVED

Since 2022-06-01

Branch Locations

Kaysville, UT • United States

6320 Canoga Ave #920, Woodland Hills, CA 91367 • 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

Organization	City	State	From	To
Fidelity Investments	American Fork	UT	06/2011	05/2022
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	05/2022
Pure Financial Advisors, Llc	San Diego	CA	05/2022	Present

06/2011 → 05/2022

Fidelity Investments

American Fork, UT
07/2018 → 05/2022

Fidelity Personal And Workplace Advisors

Boston, MA
05/2022 → Present

Pure Financial Advisors, Llc

San Diego, CA

Previous Registrations

2018-07-13 → 2022-06-03

Fidelity Personal And Workplace Advisors

Boston, MA
2012-07-31 → 2018-07-13

Strategic Advisers Llc

American Fork, UT

Salt Lake City, UT

Woodland Hills, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-07-20
S63	Uniform Securities Agent State Law Examination	2011-09-13

S66 Uniform Combined State Law Examination

2012-07-20
S63 Uniform Securities Agent State Law Examination

2011-09-13

Designations

Other Names

Nick Rose

View on SEC IAPD

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