Michael J. Lickiss

PACIFIC WEALTH ADVISORY SERVICES LLC

DANVILLE, CA 94526

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CRD#: 5135936

Professional summary

Michael Jerome Lickiss, who also goes by Michael Jerome Lickiss Jr., Michael Jerome Lickiss, is a registered financial advisor currently at PACIFIC WEALTH ADVISORY SERVICES LLC located in Danville, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Jerome Lickiss Jr. | Michael Jerome Lickiss

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.

1) Pacific Wealth Advisory Services LLC. Investment Related. At Registered Location. RIA. Owner/ Financial Advisor. Start Date: 05/31/2024. 150 hrs/ month; all during trading hours. Business development, invesment management, client relationship, 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 05/31/2024. 2 hrs/ month; all during trading hours. Provide insurance advice to based on the needs of client(s). 3) The Lk Project. Not Investment Related. 1176 Greenbook Dr, Danville, CA 94526. Performing Music. Partner. Start Date: 01/01/2017. 4 hrs/ month; none during trading hours. performing and recording music 4) Tutoring high school students in science and/or math; Non Investment Related: 400 Front Street Danville CA 94526; 2024-11-11; 4 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jerome Lickiss's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 2, 2024 - Present

PACIFIC WEALTH ADVISORY SERVICES LLC

Office #1: 50 Oak Court Suite 230, Danville, CA 94526

RIA

CRD#: 330888

DANVILLE, CA

Past

July 3, 2024 - January 13, 2025

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Danville, CA

Past

December 6, 2021 - July 5, 2024

ARKADIOS WEALTH ADVISORS

RIA

CRD#: 288863

Danville, CA

Past

December 6, 2021 - July 5, 2024

ARKADIOS CAPITAL

CRD#: 282710

Danville, CA

Past

May 11, 2016 - December 31, 2021

RESOURCE INVESTMENT ARCHITECTS, INC.

RIA

CRD#: 111894

Alamo, CA

Past

May 25, 2006 - January 3, 2022

INVESTMENT ARCHITECTS, INC.

CRD#: 17774

ALAMO, 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".

PACIFIC WEALTH ADVISORY SERVICES LLC

PACIFIC FINANCIAL ADVISORY SERVICES | PACIFIC WEALTH ADVISORY SERVICES LLC

CRD#: 330888 / SEC#: 801-130327

RIA

Registered Investment Advisory firm - (5/21/2024 Approved)

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
(7/2/2024)

IAR

Texas
(8/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/17/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/24/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/31/2006

General Securities Principal Examination

Current Firm

PACIFIC WEALTH ADVISORY SERVICES LLC

PACIFIC FINANCIAL ADVISORY SERVICES | PACIFIC WEALTH ADVISORY SERVICES LLC

CRD#: 330888 / SEC#: 801-130327

RIA

Registered Investment Advisory firm - (5/21/2024 Approved)

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Contact information

Main Address

50 Oak Court Suite 230, Danville, CA 94526

Mailing Address

Phone number

(925) 838-7566

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - PACIFIC WEALTH ADVISORY SERVICES (4/30/2025)

Regulatory assets under management

Total Number of Accounts	508
AUM (Assets Under Management)	$ 98,705,617

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael J. Lickiss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jerome Lickiss's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

ARKADIOS WEALTH ADVISORS

ARKADIOS CAPITAL

RESOURCE INVESTMENT ARCHITECTS, INC.

INVESTMENT ARCHITECTS, INC.

Primary Firm SEC Registration

PACIFIC WEALTH ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/17/2006

SIE

Date: 10/1/2018

Series 7

Date: 5/24/2006

Series 24

Date: 8/31/2006

Current Firm

PACIFIC WEALTH ADVISORY SERVICES LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACIFIC WEALTH ADVISORY SERVICES LLC

TRUST BUT VERIFY

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