DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst20 years in industry

ROBERT LOUIS LUCENTE

Advisor at PURE FINANCIAL ADVISORS, LLC

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2339f8e1-ec8e-ba60-884f-fa203219dbdb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Jun 28, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PURE FINANCIAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 27, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Jun 27, 2006
First registration: Jun 28, 2006
Dual registered: no
Other names: ROBERT LOVIS LUCENTE
IAPD individual key: 4707414

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PURE FINANCIAL ADVISORS, LLC	Independent wealth	Mar 18, 2024	n/a	yes	SAN DIEGO, CA	Current employment
COLORADO FINANCIAL MANAGEMENT LLC	Former SEC adviser	Apr 13, 2023	Aug 21, 2023	no	BOULDER, CO\|SCOTTSDALE, AZ	Previous registration
Lido	Independent wealth	Feb 1, 2023	Apr 14, 2023	no	SCOTTSDALE, AZ\|LOS ANGELES, CA	Previous registration
WITHUM WEALTH MANAGEMENT	Independent wealth	Feb 3, 2022	May 12, 2022	no	RED BANK, NJ\|IRVINE, CA	Previous registration
FISHER INVESTMENTS	Independent wealth	Jan 29, 2008	Jan 10, 2022	no	SAN MATEO, CA\|PLANO, TX	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jun 28, 2006	Jan 29, 2007	no	SAN DIEGO, CA\|LA JOLLA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COLORADO FINANCIAL MANAGEMENT LLC	PURE FINANCIAL ADVISORS, LLC	Aug 21, 2023	Mar 18, 2024	210	Firm change	RIA to RIA
Lido	COLORADO FINANCIAL MANAGEMENT LLC	Apr 14, 2023	Apr 13, 2023	-1	Firm change	RIA to RIA
WITHUM WEALTH MANAGEMENT	Lido	May 12, 2022	Feb 1, 2023	265	Firm change	RIA to RIA
FISHER INVESTMENTS	WITHUM WEALTH MANAGEMENT	Jan 10, 2022	Feb 3, 2022	24	Firm change	RIA to RIA
WELLS FARGO INVESTMENTS, LLC	FISHER INVESTMENTS	Jan 29, 2007	Jan 29, 2008	365	Firm change	Other

Relationships

Registered with (6)

→ PURE FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Mar 18, 2024 to presentfactForm ADV
→ COLORADO FINANCIAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 13, 2023 to Aug 21, 2023factForm ADV
→ LIDORegistered adviserregistration: previous registration
Feb 1, 2023 to Apr 14, 2023factForm ADV
→ WITHUM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 3, 2022 to May 12, 2022factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Jan 29, 2008 to Jan 10, 2022factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jun 28, 2006 to Jan 29, 2007factForm ADV

Dated events

Occurred
Aug 21, 2023
Advisor changed firm
Robert Louis Lucente left Colorado Financial Management Llc for Pure Financial Advisors, Llc (registered 2024-03-18)
Form ADVobserved 6 days ago
Occurred
Apr 14, 2023
Advisor changed firm
Robert Louis Lucente left Lido for Colorado Financial Management Llc (registered 2023-04-13)
Form ADVobserved 6 days ago
Occurred
May 12, 2022
Advisor changed firm
Robert Louis Lucente left Withum Wealth Management for Lido (registered 2023-02-01)
Form ADVobserved 6 days ago
Occurred
Jan 10, 2022
Advisor changed firm
Robert Louis Lucente left Fisher Investments for Withum Wealth Management (registered 2022-02-03)
Form ADVobserved 6 days ago