David M. Gewant

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CRD#: 2633970

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Marc Gewant, CIMA® was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1995. David had worked at 7 firms and has passed the Series 63, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ETHOS; INVESTMENT RELATED; SAN FRANCISCO, CA; INSURANCE; REFERRALS; AUGUST 2019; <1 HOUR PER MONTH; <1 HOUR DURING TRADING HOURS; PURE DOES NOT SELL INSURANCE BUT REFERS CLIENTS TO ETHOS AND RECEIVES $150 PER REFERRAL.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Past

January 2, 2021 - January 13, 2023

PURE PORTFOLIOS

RIA

CRD#: 311002

LAKE OSWEGO, OR

Past

September 16, 2016 - January 2, 2021

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA

CRD#: 168256

PORTLAND, OR

Past

August 3, 2016 - August 4, 2016

SIGMA INVESTMENT MANAGEMENT COMPANY

RIA

CRD#: 104535

PORTLAND, OR

Past

June 22, 2006 - March 6, 2008

UST SECURITIES CORP.

CRD#: 13906

STAMFORD, CT

Past

February 26, 2003 - April 20, 2006

THE ROBINS GROUP LLC

CRD#: 41894

MILWAUKIE, OR

Past

April 29, 2000 - March 2, 2001

WELLS FARGO SECURITIES, LLC

CRD#: 7665

SAN FRANCISCO, CA

Past

October 4, 1999 - April 29, 2000

BLACK & COMPANY, INC.

CRD#: 95

PORTLAND, OR

Past

August 17, 1995 - September 29, 1998

BLACK & COMPANY, INC.

CRD#: 95

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PURE PORTFOLIOS

NORTHWEST WEALTH ADVISORS | PURE PORTFOLIOS, LLC | PURE PORTFOLIOS HOLDINGS LLC | PURE PORTFOLIOS | PURE PORTFOLIO HOLDINGS, LLC

CRD#: 311002 / SEC#: 801-119674

RIA

Registered Investment Advisory firm - (11/12/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/28/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 12/10/2003

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 8/16/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/31/2004

General Securities Principal Examination

Current Firm

PURE PORTFOLIOS

NORTHWEST WEALTH ADVISORS | PURE PORTFOLIOS, LLC | PURE PORTFOLIOS HOLDINGS LLC | PURE PORTFOLIOS | PURE PORTFOLIO HOLDINGS, LLC

CRD#: 311002 / SEC#: 801-119674

RIA

Registered Investment Advisory firm - (11/12/2020 Approved)

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Contact information

Main Address

1 Centerpointe Drive Suite 120, Lake Oswego, OR 97035

Mailing Address

Phone number

(877) 261-0015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025_01_31 ADV 2A PURE PORTFOLIOS (1/30/2025)

Regulatory assets under management

Total Number of Accounts	803
AUM (Assets Under Management)	$ 360,472,868

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David M. Gewant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

SIGMA INVESTMENT MANAGEMENT COMPANY

UST SECURITIES CORP.

THE ROBINS GROUP LLC

WELLS FARGO SECURITIES, LLC

BLACK & COMPANY, INC.

BLACK & COMPANY, INC.

Primary Firm SEC Registration

PURE PORTFOLIOS

State Registrations and Notice Filings

Exams

Series 63

Date: 9/28/1995

Series 55

Date: 12/10/2003

Series 7

Date: 8/16/1995

Series 24

Date: 3/31/2004

Current Firm

PURE PORTFOLIOS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE PORTFOLIOS

TRUST BUT VERIFY

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