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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 | 2026-06-04 |
Branch Locations
7525 Se 24Th St #670, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symetra Life | Bellevue | WA | 04/2010 | 04/2019 |
| Pure Financial | Mercer Island | WA | 06/2026 | Present |
| Symetra Securities, Inc. | Bellevue | WA | 09/2013 | 01/2021 |
| Symetra Life Insurance Company | Bellevue | WA | 04/2019 | 01/2021 |
| Mercer Global Advisors Inc. | Bellevue | WA | 01/2021 | 03/2022 |
| Mercer Global Advisors Inc. | Bellevue | WA | 03/2022 | 03/2023 |
| Mercer Global Advisors Inc. | Bellevue | WA | 03/2023 | 11/2023 |
| Mainsail Financial | Bellevue | WA | 02/2024 | 01/2025 |
| Mainsail Financial Group, Llc | Bellevue | WA | 02/2024 | 01/2025 |
| Mariner Wealth Advisors | Overland Park | KS | 01/2025 | Present |
HOA Treasurer; not investment-related; Homeowners Association Board Member; As of 12/2021; 1 hour per month; 0 trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-14 |
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