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RIA / WealthAdvisorCertified Financial Planner26 years in industry

IAN THOMAS BARR

Advisor at PURE FINANCIAL ADVISORS, LLC

Northbrook, IL

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Search this name across graphsid dfx:ria:deeaa89b-8f64-5271-e6ed-88e7846d01e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 4, 2005 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: 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: Feb 14, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65|S66
First exam: Feb 14, 2000
First registration: Feb 4, 2005
Dual registered: no
IAPD individual key: 3168350

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	Apr 1, 2024	n/a	yes	Northbrook, IL	Current employment
MORGAN STANLEY	Wirehouse	Sep 5, 2023	Jan 2, 2024	no	Chicago, IL	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Apr 5, 2018	Sep 5, 2023	no	Portland, OR\|ARLINGTON, VA\|Portland, OR\|CHICAGO, IL\|Portland, OR	Previous registration
FISHER INVESTMENTS	Independent wealth	Oct 13, 2015	Mar 21, 2018	no	PLANO, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Mar 25, 2013	Oct 7, 2015	no	CHICAGO, IL\|TIGARD, OR\|PORTLAND, OR\|PORTLAND, OR\|HILLSBORO, OR	Previous registration
J.P. MORGAN SECURITIES INC.	n/a	Feb 8, 2007	Apr 25, 2007	no	CHICAGO, IL	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Feb 4, 2005	Mar 16, 2005	no	CHICAGO, IL	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
MORGAN STANLEY	PURE FINANCIAL ADVISORS, LLC	Jan 2, 2024	Apr 1, 2024	90	Firm change	Wirehouse to RIA
E*TRADE CAPITAL MANAGEMENT, LLC	MORGAN STANLEY	Sep 5, 2023	Sep 5, 2023	0	Bulk transfer	RIA to wirehouse
FISHER INVESTMENTS	E*TRADE CAPITAL MANAGEMENT, LLC	Mar 21, 2018	Apr 5, 2018	15	Firm change	RIA to RIA
J.P. MORGAN SECURITIES LLC	FISHER INVESTMENTS	Oct 7, 2015	Oct 13, 2015	6	Firm change	Other
J.P. MORGAN SECURITIES INC.	J.P. MORGAN SECURITIES LLC	Apr 25, 2007	Mar 25, 2013	2,161	Firm change after gap	Other
BANC ONE SECURITIES CORPORATION	J.P. MORGAN SECURITIES INC.	Mar 16, 2005	Feb 8, 2007	694	Firm change after gap	Other

Relationships

Registered with (7)

→ PURE FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Apr 1, 2024 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 5, 2023 to Jan 2, 2024factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 5, 2018 to Sep 5, 2023factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Oct 13, 2015 to Mar 21, 2018factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Mar 25, 2013 to Oct 7, 2015factForm ADV
→ J.P. MORGAN SECURITIES INC.Registered adviserregistration: previous registration
Feb 8, 2007 to Apr 25, 2007factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 4, 2005 to Mar 16, 2005factForm ADV

Dated events

Occurred
Jan 2, 2024
Advisor changed firm
Ian Thomas Barr left Morgan Stanley for Pure Financial Advisors, Llc (registered 2024-04-01)
Form ADVobserved 4 days ago