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RIA / WealthAdvisor42 years in industry

ANTHONY CARL PURPERO

Advisor at HARBOR HILLS FINANCIAL ADVISORS

MONTECITO, CA

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Search this name across graphsid dfx:ria:50943632-40a0-5d20-c28b-42be85e4d5dc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 5, 2002 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: HARBOR HILLS FINANCIAL ADVISORS
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: Nov 9, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Nov 9, 1983
First registration: Dec 5, 2002
Dual registered: no
Other names: TONY PURPERO
IAPD individual key: 856680

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
HARBOR HILLS FINANCIAL ADVISORS	Independent wealth	Dec 1, 2025	n/a	yes	MONTECITO, CA	Current employment
CREATIVEONE WEALTH, LLC	Independent wealth	Oct 26, 2020	May 5, 2021	no	Santa Barbara, CA\|OVERLAND PARK, KS	Previous registration
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Jan 31, 2005	Nov 5, 2020	no	SANTA BARBARA, CA\|SANTA BARBARA, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 5, 2002	Feb 15, 2005	no	MONTECITO, 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
CREATIVEONE WEALTH, LLC	HARBOR HILLS FINANCIAL ADVISORS	May 5, 2021	Dec 1, 2025	1,671	Firm change after gap	RIA to RIA
PARTNERVEST ADVISORY SERVICES LLC	CREATIVEONE WEALTH, LLC	Nov 5, 2020	Oct 26, 2020	-10	Bulk transfer	RIA to RIA
CITIGROUP GLOBAL MARKETS INC.	PARTNERVEST ADVISORY SERVICES LLC	Feb 15, 2005	Jan 31, 2005	-15	Firm change	Other

Relationships

Registered with (4)

→ HARBOR HILLS FINANCIAL ADVISORSRegistered adviserregistration: current employment
Dec 1, 2025 to presentfactForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Oct 26, 2020 to May 5, 2021factForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Jan 31, 2005 to Nov 5, 2020factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 5, 2002 to Feb 15, 2005factForm ADV

Dated events

No dated event names this entity yet.