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David Kim

Illumination Wealth Management

San Diego, CA

Northglenn, CO

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Current Employers
Illumination Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-03
  • CO RA
    APPROVED
    Since 2025-09-03

Branch Locations

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

Northglenn, CO • 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
Sharenett Securities Llc New York NY 04/2023 11/2023
Duffy Financial Llc Lone Tree CO 12/2020 03/2024
Sanders Maintenance & Snow Plowing Denver CO 11/2018 06/2021
Cvs Pharmacy Loveland OH 11/2014 12/2017
University Of Cincinnati Cincinnati OH 01/2015 12/2019
Ip Financial Advisory Services Llc Charlotte NC 05/2024 04/2025
Greatstone Wealth Llc Denver CO 03/2024 08/2025
Illumination Wealth Management San Diego CA 08/2025 Present
  • 04/2023 → 11/2023
    Sharenett Securities Llc
    New York, NY
  • 12/2020 → 03/2024
    Duffy Financial Llc
    Lone Tree, CO
  • 11/2018 → 06/2021
    Sanders Maintenance & Snow Plowing
    Denver, CO
  • 11/2014 → 12/2017
    Cvs Pharmacy
    Loveland, OH
  • 01/2015 → 12/2019
    University Of Cincinnati
    Cincinnati, OH
  • 05/2024 → 04/2025
    Ip Financial Advisory Services Llc
    Charlotte, NC
  • 03/2024 → 08/2025
    Greatstone Wealth Llc
    Denver, CO
  • 08/2025 → Present
    Illumination Wealth Management
    San Diego, CA
Previous Registrations
Other Businesses

08/2023 Independent Licensed insurance Agent; Investment Related; Denver, CO; Life & Health Insurance

Designations
Other Names
  • Moog Kim

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC
CETERA INVESTMENT MANAGEMENT LLC
ONE CAPITAL MANAGEMENT, LLC
TRIVANT CUSTOM PORTFOLIO GROUP LLC
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
RICE HALL JAMES & ASSOCIATES LLC

Other Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

More in San Diego, CA

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