Best Investors Account Sign in
Current Employers
Illumination Wealth Management

11622 El Camino Real Suite 100, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-13
CA RA APPROVED 2025-01-01
  • TX RA
    APPROVED
    Since 2025-03-13
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

Berkeley, CA • United States

11622 El Camino Real Suite 100, San Diego, CA 92130 • 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
Msi Financial Services, Inc. Walnut Creek CA 03/2016 03/2017
Mml Investor Services Walnut Creek CA 03/2017 09/2018
Mml Investors Services, Llc Walnut Creek CA 06/2017 09/2018
Savvy Investments & Planning Llc Orinda CA 09/2018 06/2022
Msi Financial Services, Inc. Walnut Creek CA 01/2016 03/2017
Illumination Wealth Management Orinda CA 06/2022 Present
  • 03/2016 → 03/2017
    Msi Financial Services, Inc.
    Walnut Creek, CA
  • 03/2017 → 09/2018
    Mml Investor Services
    Walnut Creek, CA
  • 06/2017 → 09/2018
    Mml Investors Services, Llc
    Walnut Creek, CA
  • 09/2018 → 06/2022
    Savvy Investments & Planning Llc
    Orinda, CA
  • 01/2016 → 03/2017
    Msi Financial Services, Inc.
    Walnut Creek, CA
  • 06/2022 → Present
    Orinda, CA
Previous Registrations
  • 2019-01-03 → 2023-06-27
    Savvy Investments & Planning Llc
    Orinda, CA
  • 2016-03-21 → 2017-03-06
    Msi Financial Services, Inc.
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-29
  • S66 Uniform Combined State Law Examination
    2016-01-29
Designations
Other Names
  • John Kenny
  • John D Kenny

View on SEC IAPD

More in Berkeley, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor