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3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 10/2015 | 03/2018 |
| Morgan Stanley | Chicago | IL | 10/2022 | 12/2023 |
| Morgan Stanley | Chicago | IL | 09/2023 | 12/2023 |
| Morgan Stanley | Chicago | IL | 09/2023 | 12/2023 |
| Unemployed | Glenview | IL | 01/2024 | 03/2024 |
| Pure Financial Advisors, Llc | San Diego | CA | 03/2024 | Present |
| Morgan Stanley/E*Trade | Chicago | IL | 04/2018 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-20 |
| S66 | Uniform Combined State Law Examination | 2013-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 2000-02-14 |
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