DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robert Louis Lucente

Pure Financial Advisors, LLCindependent RIASan Diego, CaIA-onlyIAPD 4707414

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Robert Lovis Lucente

At current firm

2 y

since Mar 18, 2024

In the industry

20 y

since Jun 27, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Pure Financial Advisors, LLC independent RIA current
since Mar 18, 2024 · San Diego, Ca
Colorado Financial Management LLC former
Apr 13, 2023 to Aug 21, 2023 · Boulder, Co
Lido independent RIA
Feb 1, 2023 to Apr 14, 2023 · Scottsdale, Az
Withum Wealth Management independent RIA
Feb 3, 2022 to May 12, 2022 · Red Bank, Nj
Fisher Investments independent RIA
Jan 29, 2008 to Jan 10, 2022 · San Mateo, Ca
Wells Fargo Investments, LLC unclassified
Jun 28, 2006 to Jan 29, 2007 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

Colorado Financial Management LLC to Pure Financial Advisors, LLC
left Aug 21, 2023, registered Mar 18, 2024 (210 days) · RIA to RIA
Lido to Colorado Financial Management LLC
left Apr 14, 2023, registered Apr 13, 2023 (-1 days) · RIA to RIA
Withum Wealth Management to Lido
left May 12, 2022, registered Feb 1, 2023 (265 days) · RIA to RIA
Fisher Investments to Withum Wealth Management
left Jan 10, 2022, registered Feb 3, 2022 (24 days) · RIA to RIA
Wells Fargo Investments, LLC to Fisher Investments
left Jan 29, 2007, registered Jan 29, 2008 (365 days) · Other

Signals

Robert Louis Lucente left Colorado Financial Management Llc for Pure Financial Advisors, Llc (registered 2024-03-18)
Aug 21, 2023 · Advisor changed firm · fact
Robert Louis Lucente left Lido for Colorado Financial Management Llc (registered 2023-04-13)
Apr 14, 2023 · Advisor changed firm · fact
Robert Louis Lucente left Withum Wealth Management for Lido (registered 2023-02-01)
May 12, 2022 · Advisor changed firm · fact
Robert Louis Lucente left Fisher Investments for Withum Wealth Management (registered 2022-02-03)
Jan 10, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address