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Current Employers
Illumination Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-30
  • CA RA
    APPROVED
    Since 2026-06-30

Branch Locations

Vista, 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
United Capital Financial Advisers, Llc Newport Beach CA 07/2016 09/2018
Intelligence Driven Advisers Carlsbad CA 05/2019 10/2025
Unemployed San Diego CA 09/2018 05/2019
Illumination Wealth Management San Diego CA 06/2026 Present
Salar Galeria De Arte La Paz 11/2025 05/2026
  • 07/2016 → 09/2018
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 05/2019 → 10/2025
    Intelligence Driven Advisers
    Carlsbad, CA
  • 09/2018 → 05/2019
    Unemployed
    San Diego, CA
  • 06/2026 → Present
    San Diego, CA
  • 11/2025 → 05/2026
    Salar Galeria De Arte
    La Paz
Previous Registrations
Other Businesses

I AM A LIFE INSURANCE AGENT, HOLDING LIFE AND/OR DISABILITY AND HEALTH INSURANCE LICENSES WITH INTELLIGENCE DRIVEN INSURANCE SOLUTIONS. I DO NOT RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-02-23
S65 Uniform Investment Adviser Law Examination 2017-09-26
  • S63 Uniform Securities Agent State Law Examination
    2019-02-23
  • S65 Uniform Investment Adviser Law Examination
    2017-09-26
Designations

View on SEC IAPD

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