MR
Matthew S. Rinkey
ILLUMINATION WEALTH MANAGEMENT
San Diego, CA 92130
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CRD#: 4704464
MR
Professional summary
Matthew Seth Rinkey is a registered financial advisor currently at ILLUMINATION WEALTH MANAGEMENT located in San Diego, California.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 4 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Illumination Family Office, President/Owner, 09-2021 - Provide Family Office Services to individuals and businesses.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Seth Rinkey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 29, 2009 - Present
ILLUMINATION WEALTH MANAGEMENT
Office #1: 11622 El Camino Real Suite 100, San Diego, CA 92130RIA
CRD#: 149576
San Diego, CA
Past
January 27, 2015 - December 1, 2016
BEN RINKEY AND ASSOCIATES, LLC
RIA
CRD#: 166531
MINNEAPOLIS, MN
Past
July 17, 2007 - November 7, 2008
MILLENCO LLC
BD
CRD#: 33726
NEW YORK, NY
Past
March 26, 2004 - March 8, 2007
KELLOGG CAPITAL GROUP LLC
BD
CRD#: 35032
LA JOLLA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
ILLUMINATION WEALTH MANAGEMENT
ILLUMINATION WEALTH | RINKEY INVESTMENTS | NAME 804 | ILLUMINATION WEALTH MANAGEMENT
CRD#: 149576 / SEC#: 801-122912
RIA
Registered Investment Advisory firm - (12/16/2021 Approved)California
Registered Investment Advisory firm - (1/22/2022 Terminated)Colorado
Registered Investment Advisory firm - (12/23/2021 Terminated)Florida
Registered Investment Advisory firm - (12/23/2021 Terminated)Illinois
Registered Investment Advisory firm - (1/12/2022 Terminated)Minnesota
Registered Investment Advisory firm - (12/23/2021 Terminated)New York
Registered Investment Advisory firm - (12/23/2021 Terminated)Texas
Registered Investment Advisory firm - (12/23/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/29/2009)
IAR
Colorado(8/18/2021)
IAR
Florida(11/21/2017)
IAR
Illinois(1/26/2011)
IAR
Minnesota(11/6/2013)
IAR
New York(8/23/2021)
IAR
Texas(8/16/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 9/24/2004
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
Current Firm
IW
ILLUMINATION WEALTH MANAGEMENT
ILLUMINATION WEALTH | RINKEY INVESTMENTS | NAME 804 | ILLUMINATION WEALTH MANAGEMENT
CRD#: 149576 / SEC#: 801-122912
RIA
Registered Investment Advisory firm - (12/16/2021 Approved)California
Registered Investment Advisory firm - (1/22/2022 Terminated)Colorado
Registered Investment Advisory firm - (12/23/2021 Terminated)Florida
Registered Investment Advisory firm - (12/23/2021 Terminated)Illinois
Registered Investment Advisory firm - (1/12/2022 Terminated)Minnesota
Registered Investment Advisory firm - (12/23/2021 Terminated)New York
Registered Investment Advisory firm - (12/23/2021 Terminated)Texas
Registered Investment Advisory firm - (12/23/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11622 El Camino Real Suite 100, San Diego, CA 92130
Mailing Address
Phone number
(858) 246-6855
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,091 |
| AUM (Assets Under Management) | $ 377,317,683 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
