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3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-01 |
Branch Locations
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors | Los Angeles | CA | 07/2015 | 12/2017 |
| Lionshare Partners Llc | Los Angeles | CA | 12/2017 | Present |
| Surepath Wealth Management | Round Rock | TX | 08/2019 | 02/2020 |
| My Wealth Architect | Round Rock | TX | 01/2021 | 10/2022 |
| Strategic Wealth Partners, Ltd | Independence | OH | 10/2022 | 03/2026 |
| Pure Financial Advisors | San Diego | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-11 |
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