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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 | 2024-11-20 |
| CO | RA | APPROVED | 2024-04-09 |
Branch Locations
7000 E. Belleview Ave., Suite 301, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pure Financial Advisors, Llc | Greenwood Village | CO | 05/2026 | Present |
| Scottrade, Inc. | Phoenix | AZ | 07/2015 | 02/2018 |
| Financial Engines Advisors L.L.C. | Phoenix | AZ | 03/2018 | 09/2019 |
| Fisher Investments | Camas | WA | 09/2019 | 08/2020 |
| Gwfs Equities, Inc | Greenwood Village | CO | 09/2020 | 02/2021 |
| Progress Wealth Management | Arvada | CO | 03/2021 | 05/2024 |
| Blend Financial Llc Dba Origin Financial | Arvada | CO | 12/2021 | 04/2024 |
| Pricewaterhousecoopers | Lonetree | CO | 04/2021 | 11/2021 |
| Progress Tax Services Llc | Arvada | CO | 01/2022 | 03/2024 |
| Advised Assets Group, Llc | Greenwood Village | CO | 10/2020 | 02/2021 |
| Scottrade Investment Management | Phoenix | AZ | 01/2017 | 02/2018 |
| Kaplan Financial Llc | Arvada | CO | 12/2021 | 03/2024 |
| Pure Financial Advisors, Llc | Greenwood Village | CO | 04/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-12 |
| S66 | Uniform Combined State Law Examination | 2017-01-25 |
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