Alexander Doyle

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CRD#: 6612154

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alexander Doyle, CFP®, who also goes by Alex Doyle, was a registered financial professional .

Alexander is a previously registered financial professional and started their career in finance in 2016. Alexander had worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Alex Doyle

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Past

May 3, 2024 - December 4, 2024

ILLUMINATION WEALTH MANAGEMENT

RIA

CRD#: 149576

Rochester, NY

Past

July 12, 2023 - April 15, 2024

WOODSON WEALTH MANAGEMENT

RIA

CRD#: 309313

East Rochester, NY

Past

April 11, 2018 - January 6, 2023

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Fairport, NY

Past

November 1, 2016 - July 26, 2017

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

ROCHESTER, NY

Past

October 13, 2016 - July 26, 2017

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 11/28/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/16/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/26/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/1/2016

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ILLUMINATION WEALTH (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,091
AUM (Assets Under Management)	$ 377,317,683

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

Alexander Doyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WOODSON WEALTH MANAGEMENT

MERCER GLOBAL ADVISORS INC.

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

Primary Firm SEC Registration

ILLUMINATION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 11/28/2016

Series 65

Date: 5/16/2016

SIE

Date: 7/26/2017

Series 7

Date: 11/1/2016

Current Firm

ILLUMINATION WEALTH MANAGEMENT

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ILLUMINATION WEALTH MANAGEMENT

TRUST BUT VERIFY

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