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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 | 2022-08-02 |
Branch Locations
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
3040 Saturn Street Unit #100, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Irvine | CA | 01/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden Grove | CA | 07/2017 | 12/2021 |
| Bank Of America, N.A | Garden Grove | CA | 07/2017 | 12/2021 |
| Pure Financial Advisors, Llc | San Diego | CA | 12/2021 | 10/2023 |
| Pure Financial Advisors, Llc | San Diego | CA | 10/2023 | Present |
Alexander Valles; Las Vegas, NV Category: Real Estate Rental Investment -Related: Yes Title: Owner Duties: Approve maintenance and repairs. Start Date: 1/2015 Hours per month: 1 Hours per month during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-26 |
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