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19225 8Th Ave Ne Suite 201-0902, Poulsbo, WA 98370 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-02-01 |
| TX | RA | APPROVED_RES | 2022-02-17 |
| WA | RA | APPROVED | 2021-02-09 |
Branch Locations
19225 8Th Ave Ne Suite 201-0902, Poulsbo, WA 98370 • United States
Hayden, ID • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cs Planning Corp. | Portland | OR | 04/2016 | 03/2021 |
| Illumine Investment Management, Llc | Los Angeles | CA | 04/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-16 |
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