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
Justin Richard Wilson
Certified Financial Planner
Feed of 09/15/2026
Also filed as Justin Wilson
At current firm
0 y
since Sep 1, 2026
In the industry
22 y
since May 27, 2004 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Pure Financial Advisors, LLC independent RIA currentsince Sep 1, 2026 · San Diego, Ca
- Perigon Wealth Management, LLC independent RIAJun 17, 2020 to Apr 2, 2025 · Loomis, Ca
- Allworth Financial, L.P. BD affiliatedMar 21, 2014 to Jun 4, 2020 · Oceanside, Ca
- Duncan Financial formerJun 6, 2012 to Mar 17, 2014 · Carlsbad, Ca
- Pathway Strategic Advisors formerAug 10, 2011 to Jan 12, 2012 · Folsom, Ca
- Aw Securities formerJun 12, 2008 to Jan 12, 2012 · San Ramon, Ca
- Allworth Financial, L.P. BD affiliatedFeb 8, 2008 to Jan 12, 2012 · Folsom, Ca
- Invest Financial Corporation formerOct 29, 2007 to Feb 1, 2008 · Roseville, Ca
- Securities America Advisors, Inc. formerJun 28, 2005 to Oct 30, 2007 · Roseville, Ca
Moves
a registration end followed by a registration begin elsewhere
- Perigon Wealth Management, LLC to Pure Financial Advisors, LLCleft Apr 2, 2025, registered Sep 1, 2026 (517 days) · RIA to RIA
- Allworth Financial, L.P. to Perigon Wealth Management, LLCleft Jun 4, 2020, registered Jun 17, 2020 (13 days) · RIA to RIA
- Duncan Financial to Allworth Financial, L.P.left Mar 17, 2014, registered Mar 21, 2014 (4 days) · Other
- Aw Securities to Pathway Strategic Advisorsleft Jan 12, 2012, registered Aug 10, 2011 (-155 days) · Other
- Allworth Financial, L.P. to Aw Securitiesleft Jan 12, 2012, registered Jun 12, 2008 (-1309 days) · Other
- Pathway Strategic Advisors to Duncan Financialleft Jan 12, 2012, registered Jun 6, 2012 (146 days) · Other
- Invest Financial Corporation to Allworth Financial, L.P.left Feb 1, 2008, registered Feb 8, 2008 (7 days) · Other
- Securities America Advisors, Inc. to Invest Financial Corporationleft Oct 30, 2007, registered Oct 29, 2007 (-1 days) · Other
Signals
- Justin Richard Wilson left Perigon Wealth Management, Llc for Pure Financial Advisors, Llc (registered 2026-09-01)Apr 2, 2025 · 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address