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3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-03-08 |
Branch Locations
725 Cool Springs Blvd., Suite 600, Franklin, TN 37067 • 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 |
|---|---|---|---|---|
| Bancwest Investment Services Inc. | Irvine | CA | 06/2016 | 08/2017 |
| Bank Of The West | Irvine | CA | 06/2016 | 08/2017 |
| J.P. Morgan Securities Llc | Costa Mesa | CA | 08/2017 | 03/2018 |
| J.P. Morgan Securities Llc | Newport Beach | CA | 03/2018 | 02/2019 |
| J.P. Morgan Chase Bank, N.A. | Newport Beach | CA | 03/2018 | 02/2019 |
| Pure Financial Advisors, Llc | San Diego | CA | 02/2019 | 12/2019 |
| Pure Financial Advisors, Llc | San Diego | CA | 12/2019 | 05/2023 |
| Pure Financial Advisors, Llc | Franklin | TN | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-22 |
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