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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 | 2026-07-09 |
Branch Locations
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
2020 Main St Ste 690, Irvine, CA 92614 • 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 |
|---|---|---|---|---|
| University Of California Irvine | Irvine | CA | 09/2015 | 12/2019 |
| Stifel Financial Corp. | Newport | CA | 09/2015 | 08/2017 |
| Crown Steel Inc. | Bloomington | CA | 01/2019 | 08/2019 |
| Pacific Premier Bank | Irvine | CA | 06/2018 | 08/2018 |
| Wood Gutmann & Bogart Insurance Brokers | Irvine | CA | 08/2017 | 12/2017 |
| Fidelity Investments | Irvine | CA | 12/2019 | 03/2021 |
| Fidelity Investments | Newport Beach | CA | 03/2021 | 08/2022 |
| Shah & Associates - Ameriprise Platinum Financial Services | Chino Hills | CA | 01/2023 | 02/2023 |
| Perigon Wealth Management, Llc | Irvine | CA | 03/2023 | 06/2026 |
| Unemployed | Newport Beach | CA | 09/2022 | 12/2022 |
| Pure Financial Advisors | Irvine | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-24 |
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