Best Investors Account Sign in
Current Employers
Illumine Investment Management, Llc

19225 8Th Ave Ne Suite 201-0902, Poulsbo, WA 98370 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-05
TX RA APPROVED_RES 2022-02-16
WA RA APPROVED 2021-02-09
  • FL RA
    APPROVED
    Since 2024-03-05
  • TX RA
    APPROVED_RES
    Since 2022-02-16
  • WA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2016-04-04 → 2021-05-17
    Los Angeles, CA
    Portland, OR
    Bainbridge Island, WA
  • 2013-09-04 → 2016-04-04
    Beverly Hills Wealth Management, Llc
    Beverly Hills, CA
  • 2006-01-27 → 2014-03-21
    Mccomsey Asset Management, Llc
    Los Angeles, CA
  • 2005-10-07 → 2006-01-05
    Morgan Stanley Dw Inc.
    Beverly Hills, CA
  • 2004-07-29 → 2005-03-02
    Morgan Stanley Dw Inc.
    Beverly Hls, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-02
  • S66 Uniform Combined State Law Examination
    2004-04-02

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Poulsbo, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor