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Advisor at PURE FINANCIAL ADVISORS, LLC
SAN DIEGO, CA | Woodland Hills, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PURE FINANCIAL ADVISORS, LLC | Independent wealth | Mar 18, 2026 | n/a | yes | Woodland Hills, CA|SAN DIEGO, CA | Current employment |
| FINANCIAL PLANNING FOR GENERATIONS, INC. | State registered | Sep 28, 2023 | Mar 11, 2026 | no | ENCINO, CA | Previous registration |
| D.A. DAVIDSON & CO. | Independent wealth | May 16, 2023 | Sep 14, 2023 | no | PASADENA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL PLANNING FOR GENERATIONS, INC. | PURE FINANCIAL ADVISORS, LLC | Mar 11, 2026 | Mar 18, 2026 | 7 | Firm change | Other |
| D.A. DAVIDSON & CO. | FINANCIAL PLANNING FOR GENERATIONS, INC. | Sep 14, 2023 | Sep 28, 2023 | 14 | Firm change | RIA to state RIA |