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3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-10 |
| WA | RA | APPROVED | 2025-04-10 |
Branch Locations
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
22500 Ne Marketplace Dr Suite 203, Redmond, WA 98053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Investment Management, Inc. | Redmond | WA | 07/2011 | Present |
| Pure Financial Advisors, Llc | San Diego | CA | 03/2025 | Present |
Personal Investment Management; investment-related; 22500 NE Marketplace Dr Suite 205 Redmond, WA; Financial Planning; Director; 1/2020; 3 hours/month during trading hours; Board Secretary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-17 |
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