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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 |
| CA | RA | APPROVED | 2021-09-28 |
Branch Locations
3040 Saturn St Suite #100, Brea, CA 92821 • United States
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Tucson | AZ | 04/2014 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Anaheim | CA | 08/2017 | 09/2021 |
| Bank Of America, N.A. | Anaheim | CA | 08/2017 | 09/2021 |
| Pure Financial Advisors, Llc | Brea | CA | 09/2021 | 07/2025 |
| Pure Financial Advisors, Llc | Brea | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-13 |
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