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RIA / WealthAdvisorCertified Financial Planner19 years in industry

DAVID LEE EDMISTEN

Advisor at PURE FINANCIAL ADVISORS, LLC

SAN DIEGO, CA | Prescott, AZ

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Search this name across graphsid dfx:ria:e117cbb4-aba9-a1e8-906a-7df591d8c0f8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Dec 18, 2006 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: Dec 15, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 15, 2006
First registration: Dec 18, 2006
Dual registered: no
Other names: DAVID EDMISTEN|DAVID L EDMISTEN
IAPD individual key: 5233684

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	Mar 6, 2025	n/a	yes	SAN DIEGO, CA\|Prescott, AZ	Current employment
NEXT PHASE FINANCIAL PLANNING	n/a	Aug 4, 2022	Mar 17, 2025	no	PRESCOTT, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Nov 17, 2015	Aug 2, 2022	no	Alpharetta, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 11, 2011	Oct 26, 2015	no	ALPHARETTA, GA\|ROSWELL, GA\|ROSWELL, GA\|NEW YORK, NY\|ROSWELL, GA\|ROSWELL, GA\|ROSWELL, GA\|ALPHARETTA, GA\|ROSWELL, GA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Oct 22, 2009	Mar 12, 2010	no	ARLINGTON, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Oct 20, 2009	no	ALPHARETTA, GA\|ALPHARETTA, GA\|OXNARD, CA	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Dec 18, 2006	Jan 1, 2008	no	OXNARD, CA\|ST. LOUIS, MO	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
NEXT PHASE FINANCIAL PLANNING	PURE FINANCIAL ADVISORS, LLC	Mar 17, 2025	Mar 6, 2025	-11	Firm change	Other
CHARLES SCHWAB & CO., INC.	NEXT PHASE FINANCIAL PLANNING	Aug 2, 2022	Aug 4, 2022	2	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHARLES SCHWAB & CO., INC.	Oct 26, 2015	Nov 17, 2015	22	Firm change	Wirehouse to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 12, 2010	Oct 11, 2011	578	Firm change after gap	Other
WELLS FARGO ADVISORS	E*TRADE CAPITAL MANAGEMENT, LLC	Oct 20, 2009	Oct 22, 2009	2	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Relationships

Registered with (7)

→ PURE FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Mar 6, 2025 to presentfactForm ADV
→ NEXT PHASE FINANCIAL PLANNINGRegistered adviserregistration: previous registration
Aug 4, 2022 to Mar 17, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Nov 17, 2015 to Aug 2, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 11, 2011 to Oct 26, 2015factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 22, 2009 to Mar 12, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Oct 20, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Dec 18, 2006 to Jan 1, 2008factForm ADV

Dated events

Occurred
Mar 17, 2025
Advisor changed firm
David Lee Edmisten left Next Phase Financial Planning for Pure Financial Advisors, Llc (registered 2025-03-06)
Form ADVobserved 4 days ago
Occurred
Aug 2, 2022
Advisor changed firm
David Lee Edmisten left Charles Schwab & Co., Inc. for Next Phase Financial Planning (registered 2022-08-04)
Form ADVobserved 4 days ago