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11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-01-18 |
| TX | RA | APPROVED | 2022-06-10 |
Branch Locations
11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
Nashua, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Dallas | TX | 10/2015 | 07/2018 |
| Ameriprise Financial Services, Inc | Houston | TX | 07/2018 | 06/2022 |
| Illumination Wealth Management | Houston | TX | 06/2022 | 12/2023 |
| Illumination Wealth Management | Nashua | NH | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-20 |
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