DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PURE FINANCIAL ADVISORS, LLC
SAN DIEGO, 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 | Apr 1, 2026 | n/a | yes | SAN DIEGO, CA | Current employment |
| STRATEGIC WEALTH PARTNERS, LTD. | Independent wealth | Oct 17, 2022 | Mar 31, 2026 | no | ROUND ROCK, TX|INDEPENDENCE, OH | Previous registration |
| SUREPATH WEALTH MANAGEMENT | n/a | Sep 20, 2019 | Feb 12, 2020 | no | Round Rock, TX|AUSTIN, TX|Round Rock, TX | Previous registration |
| LIONSHARE PARTNERS LLC | n/a | Dec 12, 2017 | Dec 31, 2022 | no | ROUND ROCK, TX | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jul 8, 2015 | Dec 8, 2017 | no | SANTA BARBARA, CA | Previous registration |
| CHURCHILL MANAGEMENT GROUP | Former SEC adviser | May 9, 2013 | Jul 6, 2015 | no | LOS ANGELES, CA | Previous registration |
| CHURCHILL MANAGEMENT GROUP | Former SEC adviser | Feb 13, 2012 | Sep 21, 2012 | no | BROOKLYN, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS, LTD. | PURE FINANCIAL ADVISORS, LLC | Mar 31, 2026 | Apr 1, 2026 | 1 | Firm change | RIA to RIA |
| LIONSHARE PARTNERS LLC | SUREPATH WEALTH MANAGEMENT | Dec 31, 2022 | Sep 20, 2019 | -1,198 | Firm change after gap | Other |
| SUREPATH WEALTH MANAGEMENT | STRATEGIC WEALTH PARTNERS, LTD. | Feb 12, 2020 | Oct 17, 2022 | 978 | Firm change after gap | Other |
| MERCER GLOBAL ADVISORS INC. | LIONSHARE PARTNERS LLC | Dec 8, 2017 | Dec 12, 2017 | 4 | Firm change | Other |
| CHURCHILL MANAGEMENT GROUP | MERCER GLOBAL ADVISORS INC. | Jul 6, 2015 | Jul 8, 2015 | 2 | Firm change | Other |