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Advisor at PURE FINANCIAL ADVISORS, LLC
Redmond, WA | 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 | Mar 17, 2025 | n/a | yes | Redmond, WA|SAN DIEGO, CA | Current employment |
| PERSONAL INVESTMENT MANAGEMENT INC | Former SEC adviser | Jan 5, 2017 | Apr 11, 2025 | no | REDMOND, WA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Dec 11, 2012 | Dec 31, 2016 | no | Bellevue, WA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jul 6, 2011 | Nov 27, 2012 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PERSONAL INVESTMENT MANAGEMENT INC | PURE FINANCIAL ADVISORS, LLC | Apr 11, 2025 | Mar 17, 2025 | -25 | Firm change | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | PERSONAL INVESTMENT MANAGEMENT INC | Dec 31, 2016 | Jan 5, 2017 | 5 | Firm change | Other |
| MORGAN STANLEY | CHARLES SCHWAB & CO., INC. | Nov 27, 2012 | Dec 11, 2012 | 14 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107829:144316:WA:2025-04-11 | Apr 11, 2025 | Mar 17, 2025 | REDMOND, WA | Firm change |