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

Arrivals at 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.

Advisor	From	To	Type	Left	Registered
Brian Jay Wolff	Wwm Financial other	Pure Financial Advisors, LLC independent RIA	Other	Mar 31, 2017	Apr 13, 2020 (1109 d)
Eric John Hamel	Northwestern Mutual Investment Services,LLC no RAUM	Pure Financial Advisors, LLC other	Other	Nov 28, 2016	Jan 19, 2017 (52 d)
Amy Lynn Moore	Financial Advisors Network, Inc. other	Pure Financial Advisors, LLC other	Other	Jul 6, 2016	Feb 23, 2018 (597 d)
Christopher Gregory Russell	Gupta Wealth Management, LLC other	Pure Financial Advisors, LLC other	Other	Mar 18, 2016	Aug 25, 2016 (160 d)
Jacob Aaron Greenberg	Financial Advisors Network, Inc. other	Pure Financial Advisors, LLC other	Other	May 29, 2015	Jun 10, 2015
Kyle Ray	Creative Planning other	Pure Financial Advisors, LLC other	Other	Apr 24, 2015	May 19, 2015
Kenneth Alan Benedict	Charles Schwab & Co., Inc. national BD	Pure Financial Advisors, LLC other	Other	Feb 4, 2015	Feb 25, 2015
David Michael Cook	J.P. Morgan Securities LLC wirehouse	Pure Financial Advisors, LLC other	Other	Dec 12, 2014	Dec 22, 2014
Gabriel Abraham Shahin	Td Ameritrade Investment Management, LLC other	Pure Financial Advisors, LLC other	Other	Apr 9, 2014	May 16, 2014 (37 d)
Babak Gahvari	Dimensional Fund Advisors LP other	Pure Financial Advisors, LLC other	Other	Jan 28, 2014	Jan 28, 2014
Allison Jo Alley	LPL Financial LLC other	Pure Financial Advisors, LLC other	Other	Sep 4, 2013	Feb 12, 2015 (526 d)
Robert James Mccullock	Td Ameritrade Investment Management, LLC other	Pure Financial Advisors, LLC other	Other	Aug 26, 2013	Sep 13, 2013
Michael Norman Bernier	Financial Designs Ltd. unclassified	Pure Financial Advisors, LLC other	Other	Apr 2, 2013	Feb 18, 2010
Thomas Kendall Vance	Td Ameritrade Investment Management, LLC other	Pure Financial Advisors, LLC other	Other	Oct 2, 2012	Sep 24, 2012
David Michael Cook	Lucia Capital Group other	Pure Financial Advisors, LLC other	Other	Apr 24, 2012	May 18, 2012
Peter Jonathan Keller	LPL Financial LLC other	Pure Financial Advisors, LLC other	Other	Feb 9, 2012	Feb 16, 2012
Nathaniel Theodore Ritchison	Permanent Value Inc. other	Pure Financial Advisors, LLC other	Other	Jan 14, 2011	Mar 8, 2011 (53 d)
Danny George Michael	U.S. Bancorp Investments, Inc. other	Pure Financial Advisors, LLC other	Other	Aug 6, 2010	Jun 6, 2014 (1400 d)
Karen Lisa Baszak	The Gensler Group other	Pure Financial Advisors, LLC other	Other	Jul 13, 2010	Mar 23, 2009
Michael Peter Pash	Cetera Advisors LLC other	Pure Financial Advisors, LLC other	Other	Jul 1, 2010	Jul 9, 2010
Charles Frederick Fowler	Charles Schwab & Co., Inc. national BD	Pure Financial Advisors, LLC other	Other	Jan 25, 2010	Aug 27, 2013 (1310 d)
Matthew James Horsley	Centara Capital Management Group, Inc. other	Pure Financial Advisors, LLC other	Other	Nov 18, 2008	Aug 11, 2009 (266 d)
Daniel Richard Lippold	Centara Capital Management Group, Inc. other	Pure Financial Advisors, LLC other	Other	Oct 22, 2008	Aug 11, 2009 (293 d)
Brian Kennedy Sauter	Equitable Advisors, LLC national BD	Pure Financial Advisors, LLC other	Other	Mar 19, 2008	Jan 12, 2011 (1029 d)
John Lee Dugan	MML Investors Services, LLC other	Pure Financial Advisors, LLC other	Other	Feb 20, 2008	Feb 25, 2008
Joseph Dennis Anderson	Centara Capital Management Group, Inc. other	Pure Financial Advisors, LLC other	Other	Jan 11, 2008	Jan 7, 2008
Matthew C Balderston	Pure Financial Advisors unclassified	Pure Financial Advisors, LLC other	Other	Dec 31, 2007	Nov 2, 2007

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87 moves match.