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Current Employers
Illumine Investment Management, Llc

19225 8Th Ave Ne Suite 201-0902, Poulsbo, WA 98370 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-02-01
TX RA APPROVED_RES 2022-02-17
WA RA APPROVED 2021-02-09
  • ID RA
    APPROVED
    Since 2024-02-01
  • TX RA
    APPROVED_RES
    Since 2022-02-17
  • WA RA
    APPROVED
    Since 2021-02-09

Branch Locations

19225 8Th Ave Ne Suite 201-0902, Poulsbo, WA 98370 • United States

Hayden, ID • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cs Planning Corp. Portland OR 04/2016 03/2021
Illumine Investment Management, Llc Los Angeles CA 04/2016 Present
Previous Registrations
  • 2016-04-04 → 2021-05-17
    Bainbridge Island, WA
    Portland, OR
  • 2013-09-05 → 2016-04-04
    Beverly Hills Wealth Management, Llc
    Beverly Hills, CA
  • 2006-01-06 → 2014-03-21
    Mccomsey Asset Management, Llc
    Los Angeles, CA
  • 1999-11-29 → 2006-01-04
    Morgan Stanley Dw Inc.
    Beverly Hls, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-09-22
S63 Uniform Securities Agent State Law Examination 1994-09-16
  • S65 Uniform Investment Adviser Law Examination
    1994-09-22
  • S63 Uniform Securities Agent State Law Examination
    1994-09-16
Other Names
  • Mark Mccomsey

View on SEC IAPD

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