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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 | 2021-06-18 |
Branch Locations
6320 Canoga Ave #920, Woodland Hills, CA 91367 • United States
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Moyzes | Los Angeles | CA | 05/2016 | 09/2016 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 05/2016 | 09/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2016 | 09/2016 |
| M Holdings Securities, Inc. | Portland | OR | 12/2016 | 02/2017 |
| Mullintbg | El Segundo | CA | 12/2016 | 02/2017 |
| Principal Life Insurance Company | Costa Mesa | CA | 02/2017 | 06/2021 |
| Principal Securities, Inc. | Costa Mesa | CA | 02/2017 | 06/2021 |
| Unemployed | Santa Monica | CA | 09/2016 | 11/2016 |
| Pure Financial Advisors, Llc | San Diego | CA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-20 |
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