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11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-28 |
| TX | RA | APPROVED | 2025-02-28 |
Branch Locations
11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
12481 High Bluff Drive Suite 110, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 09/2017 | 10/2017 |
| San Diego State University | San Diego | CA | 08/2013 | 05/2017 |
| Workable Wealth, Llc | San Diego | CA | 01/2016 | 01/2017 |
| Corepower Yoga, Llc | San Diego | CA | 04/2017 | 01/2018 |
| Wealth Quest Partners, Inc | San Diego | CA | 10/2017 | 02/2021 |
| Pure Financial Advisors, Inc. | San Diego | CA | 02/2021 | 03/2021 |
| Aspiriant, Llc | San Diego | CA | 03/2021 | 02/2023 |
| Aspiriant, Llc | San Diego | CA | 03/2023 | 03/2026 |
| Aspiriant, Llc | San Diego | CA | 03/2026 | Present |
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