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3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-11-12 |
Branch Locations
3300 N. Triumph Blvd, Suite 200, Lehi, UT 84043 • 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 |
|---|---|---|---|---|
| Andina Capital Management Llc | Lehi | UT | 07/2014 | 12/2016 |
| Arista Wealth Management | Las Vegas | NV | 01/2017 | 11/2018 |
| The Professional Financial Company | Pleasant Grove | UT | 12/2018 | 10/2024 |
| Pure Financial Advisors | Lehi | UT | 11/2024 | Present |
12U Orem Tigers Softball; not investment-related; 370 East 230 South Orem, UT 84058; softball team head coach; Started 06/2022; 20 hours/month Utah Valley University; not investment-related; 800 West University Parkway Orem, UT 84058; Adjunct Professor; Started August 2022; 20 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-10 |
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