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19225 8Th Ave Ne Suite 201-0902, Poulsbo, WA 98370 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-05 |
| TX | RA | APPROVED_RES | 2022-02-16 |
| WA | RA | APPROVED | 2021-02-09 |
Branch Locations
19225 8Th Ave Ne Suite 201-0902, Poulsbo, WA 98370 • United States
Bainbridge Island, WA • United States
West Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cs Planning Corp. | Portland | OR | 04/2016 | 03/2021 |
| Illumine Investment Management, Llc | Bainbridge Island | WA | 04/2016 | 01/2020 |
| Illumine Investment Management, Llc | Bainbridge Island | WA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-02 |
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