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Alexandra Lauren Swanson

Pure Financial Advisors, LLC

Greenwood Village, CO

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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
CO RA APPROVED 2024-09-06
  • CO RA
    APPROVED
    Since 2024-09-06

Branch Locations

7000 E. Belleview Ave. Suite 301, Greenwood Village, CO 80111 • 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
Cuso Financial Services, Lp San Diego CA 10/2014 07/2022
Bellco Credit Union Westminster CO 10/2014 07/2022
Mai Capital Management Greenwood Village CO 07/2022 04/2024
Mai Capital Management, Llc Greenwood Village CO 04/2024 09/2024
Pure Financial Advisors Franklin TN 09/2024 Present
  • 10/2014 → 07/2022
    Cuso Financial Services, Lp
    San Diego, CA
  • 10/2014 → 07/2022
    Bellco Credit Union
    Westminster, CO
  • 07/2022 → 04/2024
    Mai Capital Management
    Greenwood Village, CO
  • 04/2024 → 09/2024
    Mai Capital Management, Llc
    Greenwood Village, CO
  • 09/2024 → Present
    Pure Financial Advisors
    Franklin, TN
Previous Registrations
  • 2022-08-05 → 2024-09-03
    Mai Capital Management, Llc
    Greenwood Village, CO
  • 2014-11-19 → 2022-07-21
    Cuso Financial Services, L.P.
    Westminster, CO
    Westminster, CO
    Wheat Ridge, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-14
S63 Uniform Securities Agent State Law Examination 2010-03-03
  • S66 Uniform Combined State Law Examination
    2014-11-14
  • S63 Uniform Securities Agent State Law Examination
    2010-03-03
Designations
Other Names
  • Alex Casola
  • Alexandra Lauren Casola
  • Alexandra Lauren Casola

View on SEC IAPD

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DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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