Unclaimed Profile

Michael Jerome Lickiss

PACIFIC WEALTH ADVISORY SERVICES LLC·DANVILLE, California

SIE, Series 7, Series 24, Series 6610 years registeredPACIFIC WEALTH ADVISORY SERVICES LLC

50 OAK COURT SUITE 230, DANVILLE, CA 94526CRD# 5135936Firm CRD# 330888

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Jerome Lickiss · DANVILLE, CA

Registration

CRD #5135936 · PACIFIC WEALTH ADVISORY SERVICES LLC · 10 years registered

Brand Profile

Not yet started

Career History

PACIFIC WEALTH ADVISORY SERVICES LLC

Jul 2024 – present

ARKADIOS WEALTH ADVISORS

Dec 2021 – Jul 2024

Danville, CA

RESOURCE INVESTMENT ARCHITECTS, INC.

May 2016 – Dec 2021

Alamo, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · May 11, 2016

Years registered · 10

Disclosure History

2025Customer Dispute·Pending

2025Employment Separation After Allegations

2025Financial·Final

2024Customer Dispute·Dismissed

2024Customer Dispute·Pending

2024Customer Dispute·Settled

11 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PACIFIC WEALTH ADVISORY SERVICES LLC

CRD 330888 · SEC 801-130327

AUM

$102M

Regulatory assets under management

Employees

468 client accounts

Services offered by PACIFIC WEALTH ADVISORY SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PACIFIC WEALTH ADVISORY SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Michael Jerome Lickiss offer?

Michael Jerome Lickiss specializes in Investment Management, Fee-Only Advisory. Contact their office in DANVILLE, California for a consultation.

What are Michael Jerome Lickiss's credentials?

Michael Jerome Lickiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Jerome Lickiss located?

Michael Jerome Lickiss is based in DANVILLE, California, working with PACIFIC WEALTH ADVISORY SERVICES LLC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.

How does Michael Jerome Lickiss charge for services?

Michael Jerome Lickiss's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC WEALTH ADVISORY SERVICES LLC?

PACIFIC WEALTH ADVISORY SERVICES LLC has approximately 2 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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