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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 | 2022-01-11 |
| WA | RA | APPROVED | 2022-01-11 |
Branch Locations
7525 Se 24Th Street Suite 670, Mercer Island, WA 98040 • 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 Jones | Grants Pass | OR | 08/2012 | 07/2019 |
| Edward Jones | Freeland | WA | 08/2019 | 05/2020 |
| Langley United Methodist Church | Langley | WA | 01/2020 | 07/2020 |
| Minnesota Life Insurance Company | St Paul | MN | 05/2020 | 01/2022 |
| Securian Financial Services Inc | St Paul | MN | 05/2020 | 01/2022 |
| Securian Advisors Northwest | Seattle | WA | 05/2020 | 01/2022 |
| Pure Financial Advisors, Llc | San Diego | CA | 01/2022 | 03/2024 |
| Pure Financial Advisors, Llc | San Diego | CA | 03/2024 | Present |
CHARTHOUSE FINANCIAL LLC POSITION: Owner/Employee NATURE: Finance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 hrs/month SECURITIES TRADING HOURS: 4 hrs/month START DATE: 06/2019 ADDRESS: 225 Anthes Ave, Ste. 102, Langley, WA 98260 DESCRIPTION: In the process of closing this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-12 |
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