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.

Advisor moves

Departures from Pure Financial Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Matthew Thomas GrayPure Financial Advisors, LLC independent RIANectarine no RAUMOtherOct 8, 2025Jan 30, 2026 (114 d)
Leigh Nicole BeamanPure Financial Advisors, LLC independent RIAWheels Up Wealth, Inc. independent RIARIA to RIAOct 27, 2024Nov 11, 2024
Deshon Patrick RobinsonPure Financial Advisors, LLC independent RIAWealthspire Retirement Advisory institutionalOtherSep 25, 2024May 29, 2025 (246 d)
Ross Bentley HansenPure Financial Advisors, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankJul 30, 2019Jul 30, 2019
Eric John HamelPure Financial Advisors, LLC independent RIABeacon Pointe Wealth Advisors, LLC independent RIARIA to RIAJul 16, 2019Aug 5, 2019
Jason Edward ThomasPure Financial Advisors, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJul 16, 2019Oct 9, 2019 (85 d)
Michael Norman BernierPure Financial Advisors, LLC independent RIACanter Wealth independent RIARIA to RIAJan 21, 2019Jan 18, 2019
Babak GahvariPure Financial Advisors, LLC otherCanter Wealth otherOtherMay 23, 2017May 30, 2017
Danny George MichaelPure Financial Advisors, LLC otherSatori Wealth Management, Inc. state registeredOtherMay 12, 2017Jan 15, 2025 (2805 d)
Christopher Gregory RussellPure Financial Advisors, LLC otherTempus Pecunia state registeredOtherFeb 10, 2017Oct 1, 2025 (3155 d)
Kenneth Alan BenedictPure Financial Advisors, LLC otherSagepoint Financial, Inc. otherOtherDec 7, 2015Dec 2, 2015
Kyle RayPure Financial Advisors, LLC otherSagepoint Financial, Inc. otherOtherNov 10, 2015Feb 17, 2016 (99 d)
James Andrew AmermanPure Financial Advisors, LLC otherLourdmurray otherOtherNov 3, 2015Dec 15, 2015 (42 d)
Gabriel Abraham ShahinPure Financial Advisors, LLC otherFalcon Wealth Planning, Inc. independent RIAOtherMar 30, 2015Mar 19, 2018 (1085 d)
Charles Frederick FowlerPure Financial Advisors, LLC otherCibc Private Wealth Advisors, Inc. otherOtherFeb 4, 2014Feb 28, 2014
David Michael CookPure Financial Advisors, LLC otherJ.P. Morgan Securities LLC wirehouseOtherOct 31, 2013Sep 13, 2013
Daniel Richard LippoldPure Financial Advisors, LLC otherFirst Command Advisory Services otherOtherApr 25, 2012Dec 15, 2015 (1329 d)
Brian Crane ElliottPure Financial Advisors, LLC otherValic Financial Advisors, Inc. otherOtherApr 1, 2009Apr 2, 2009
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18 moves match.