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Current Employers
Pure Financial Advisors, Llc

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-04-17
TX RA APPROVED 2025-04-17
  • IL RA
    APPROVED
    Since 2025-04-17
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2016-12-14 → 2025-10-31
    Fairhaven Wealth Management, Llc
    Wheaton, IL
  • 2009-07-10 → 2016-05-27
    Brookfield, IL
    Brookfield, IL
    Glen Ellyn, IL
  • 2015-01-02 → 2016-05-25
    Ford Wealth Management Llc
    Glen Ellyn, IL
  • 2006-01-03 → 2009-07-13
    Oak Brook, IL
    Miamisburg, OH
    Dayton, OH
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-23
  • S66 Uniform Combined State Law Examination
    2005-12-23
Designations

View on SEC IAPD

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