Role at Pure Financial Advisors#
- Title on Schedule A
- Executive Chairman
- Control
- Schedule A reports control-person status.
- Ownership
- Schedule A reports the under-5% ownership band.
- Tenure
- Reported in the role since June 2023.
The firm
Pure Financial Advisors, LLC$11.05B regulatory AUM · 76 advisory staff · 7 officesFirm profileTitle and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing
Career on record#
- Pure Financial Advisors, Llc17 October 2024 to presentSan Diego, CA · 2 years · adviser representative only · firm CRD 144316
- Pure Financial Advisors, Llc11 November 2010 to 15 October 2024San Diego, CA · 14 years · adviser representative only · firm CRD 144316
Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 11 November 2010, which may differ from the earliest registration below. View the IAPD record
Registrations and exams#
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 17 October 2024 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 November 2010 |
- Name
- Uniform Investment Adviser Law Examination
State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record
Regulatory record#
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.
Where to check this individual's complete record, including any disciplinary history. View the IAPD record
Background#
Pure Financial Advisors identifies Alan Robert Clopine as executive chairman in Schedule A. Pure Financial Advisors Form ADV Part 1A, Schedule A
Background statements are attributed to the named source. Firm biographies are not regulatory records.
Common questions#
What is Alan Clopine’s filed role?
Pure Financial Advisors identifies Alan Robert Clopine as executive chairman in Schedule A.
Source: Form ADV Part 1A, Schedule A
What does IAPD report about Alan Clopine’s adviser registration?
IAPD reports a current investment-adviser registration through PURE FINANCIAL ADVISORS, LLC beginning 2024-10-17, checked 17 September 2026.
Answered from the records above.
Leadership at Pure Financial Advisors#
Joseph Dennis AndersonCEOCRD 3232667
Danielle Luv MartinCCOCRD 5138971
Brian Keith PerryExecutive Vice President & CIOCRD 2786332
Jason Timothy CarverCFO & Managing PartnerCRD 6928603
Eugene Henri Elias JrPresidentCRD 3113124
The other officers and owners named on the firm's Schedule A.