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3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
104 E. Roosevelt Rd Suite 100, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 05/2016 | 04/2019 |
| Fairhaven Wealth Management | Oak Brook | IL | 05/2016 | Present |
| Pure Financial Advisors, Llc | Oak Brook | IL | 04/2025 | 08/2025 |
| Pure Financial Advisors, Llc | Oak Brook | IL | 08/2025 | Present |
Fixed annuity & life insurance sales through Ash brokerage and Penn Mutual. Average monthly time conducting outside business is less than 5 hours. Annual income is $15,000. Time spent on insurance may overlap during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-23 |
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