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Pixel Financial Planning CRD 285762
$39.9M regulatory AUM 45 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | Lincoln | NE | 03/2014 | 12/2016 |
| Ameritas Investment Corp | Lincoln | NE | 03/2014 | 12/2016 |
| Boom Planning | San Francisco | CA | 11/2014 | 12/2016 |
| 20/20 Financial Advisers, San Francisco, Llc | San Francisco | CA | 11/2014 | 12/2016 |
| 20/20 Capital Management | Costa Mesa | CA | 11/2014 | 12/2016 |
| Pixel Financial Planning, Llc | San Francisco | CA | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-27 |
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