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Advisor at PURE FINANCIAL ADVISORS, LLC
SAN DIEGO, CA | Redmond, WA
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 | Jul 15, 2026 | n/a | yes | SAN DIEGO, CA|Redmond, WA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Dec 17, 2013 | Jul 29, 2026 | no | Austin, TX|Boise, ID|Lynnwood, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | PURE FINANCIAL ADVISORS, LLC | Jul 29, 2026 | Jul 15, 2026 | -14 | Firm change | Ibd to RIA |