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RIA / WealthAdvisorCertified Financial Planner22 years in industry

JUSTIN RICHARD WILSON

Advisor at PURE FINANCIAL ADVISORS, LLC

Davis, CA | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:8a817a8d-7141-132d-23cd-82f9b8607885

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jun 28, 2005 to Sep 15, 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: May 27, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 27, 2004
First registration: Jun 28, 2005
Dual registered: no
Other names: JUSTIN WILSON
IAPD individual key: 4751003

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	Sep 1, 2026	n/a	yes	SAN DIEGO, CA\|Davis, CA	Current employment
PERIGON WEALTH MANAGEMENT, LLC	Independent wealth	Jun 17, 2020	Apr 2, 2025	no	Loomis, CA\|SAN FRANCISCO, CA\|Lincoln, CA	Previous registration
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Mar 21, 2014	Jun 4, 2020	no	OCEANSIDE, CA\|FOLSOM, CA	Previous registration
DUNCAN FINANCIAL	Former SEC adviser	Jun 6, 2012	Mar 17, 2014	no	CARLSBAD, CA	Previous registration
PATHWAY STRATEGIC ADVISORS	Former SEC adviser	Aug 10, 2011	Jan 12, 2012	no	FOLSOM, CA	Previous registration
AW SECURITIES	Former SEC adviser	Jun 12, 2008	Jan 12, 2012	no	SAN RAMON, CA\|ROSEVILLE, CA\|SACRAMENTO, CA	Previous registration
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Feb 8, 2008	Jan 12, 2012	no	FOLSOM, CA	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Oct 29, 2007	Feb 1, 2008	no	ROSEVILLE, CA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jun 28, 2005	Oct 30, 2007	no	ROSEVILLE, 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
PERIGON WEALTH MANAGEMENT, LLC	PURE FINANCIAL ADVISORS, LLC	Apr 2, 2025	Sep 1, 2026	517	Firm change after gap	RIA to RIA
ALLWORTH FINANCIAL, L.P.	PERIGON WEALTH MANAGEMENT, LLC	Jun 4, 2020	Jun 17, 2020	13	Firm change	RIA to RIA
DUNCAN FINANCIAL	ALLWORTH FINANCIAL, L.P.	Mar 17, 2014	Mar 21, 2014	4	Firm change	Other
AW SECURITIES	PATHWAY STRATEGIC ADVISORS	Jan 12, 2012	Aug 10, 2011	-155	Firm change after gap	Other
ALLWORTH FINANCIAL, L.P.	AW SECURITIES	Jan 12, 2012	Jun 12, 2008	-1,309	Firm change after gap	Other
PATHWAY STRATEGIC ADVISORS	DUNCAN FINANCIAL	Jan 12, 2012	Jun 6, 2012	146	Firm change	Other
INVEST FINANCIAL CORPORATION	ALLWORTH FINANCIAL, L.P.	Feb 1, 2008	Feb 8, 2008	7	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	INVEST FINANCIAL CORPORATION	Oct 30, 2007	Oct 29, 2007	-1	Firm change	Other

Relationships

Registered with (8)

→ PURE FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Sep 1, 2026 to presentfactForm ADV
→ PERIGON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 17, 2020 to Apr 2, 2025factForm ADV
→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: previous registration
Mar 21, 2014 to Jun 4, 2020factForm ADV
→ DUNCAN FINANCIALRegistered adviserregistration: previous registration
Jun 6, 2012 to Mar 17, 2014factForm ADV
→ AW SECURITIESRegistered adviserregistration: previous registration
Jun 12, 2008 to Jan 12, 2012factForm ADV
→ PATHWAY STRATEGIC ADVISORSRegistered adviserregistration: previous registration
Aug 10, 2011 to Jan 12, 2012factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Oct 29, 2007 to Feb 1, 2008factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jun 28, 2005 to Oct 30, 2007factForm ADV

Dated events

Occurred
Apr 2, 2025
Advisor changed firm
Justin Richard Wilson left Perigon Wealth Management, Llc for Pure Financial Advisors, Llc (registered 2026-09-01)
Form ADVobserved 5 days ago