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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 2026-07-29
OR RA APPROVED 2026-07-29
  • CA RA
    APPROVED
    Since 2026-07-29
  • OR RA
    APPROVED
    Since 2026-07-29

Branch Locations

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

Newberg, OR • 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
Bain Wealth Management Salem OR 01/2024 04/2026
United Parcel Service Tualatin OR 11/2023 12/2023
Northwest Baptist Foundation Vancouver WA 06/2023 11/2023
Aldrich Cpas And Advisors Lake Oswego OR 01/2023 04/2023
Lacrosse Official Newberg OR 01/2020 Present
State Of Oregon Hermiston OR 08/2019 12/2025
Wealth Alliance El Cajon OR 06/2022 08/2022
Dominos Hermiston OR 09/2019 01/2020
City Of Hermiston Parks And Recreation Hermiston OR 09/2018 04/2019
Independent Contractor With The Washington Lacrosse Officials As Hermiston OR 01/2018 03/2020
Unemployed Minor Hermiston OR 04/2016 09/2018
Price Financial Group Portland OR 04/2026 07/2026
Illumination Wealth Management San Diego CA 07/2026 Present
  • 01/2024 → 04/2026
    Bain Wealth Management
    Salem, OR
  • 11/2023 → 12/2023
    United Parcel Service
    Tualatin, OR
  • 06/2023 → 11/2023
    Northwest Baptist Foundation
    Vancouver, WA
  • 01/2023 → 04/2023
    Aldrich Cpas And Advisors
    Lake Oswego, OR
  • 01/2020 → Present
    Lacrosse Official
    Newberg, OR
  • 08/2019 → 12/2025
    State Of Oregon
    Hermiston, OR
  • 06/2022 → 08/2022
    Wealth Alliance
    El Cajon, OR
  • 09/2019 → 01/2020
    Dominos
    Hermiston, OR
  • 09/2018 → 04/2019
    City Of Hermiston Parks And Recreation
    Hermiston, OR
  • 01/2018 → 03/2020
    Independent Contractor With The Washington Lacrosse Officials As
    Hermiston, OR
  • 04/2016 → 09/2018
    Unemployed Minor
    Hermiston, OR
  • 04/2026 → 07/2026
    Price Financial Group
    Portland, OR
  • 07/2026 → Present
    San Diego, CA
Previous Registrations
Other Businesses

(1.) Lacrosse Official. Not investment related. Officiating Lacrosse games at the k-12 grade level. Official. 01/01/2020. 2 hours a months devoted. None of those hours are during trading hours. Officiating lacrosse games. (2.) Independent Life Insurance Agent; 04/2026 Oregon Life & Health Insurance License (3.) Notary Public, Oregon - August 23, 2023. Not Investment Related; Approximately 1 hour a month during trading hours. No payments or income received from notary work. Any notary work I perform is in service to the firm and their clients. My commission expires August 23, 2027.

Designations

View on SEC IAPD

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