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11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-13 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-29 |
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