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Investment Adviser Firm Summary

DESTINATION WEALTH MANAGEMENT (CRD# 110365 / SEC# 801-53077)
Alternate Names: DESTINATION WEALTH MANAGEMENT , QUALITY PENSION MANAGEMENT , YCMNET ADVISORS

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 10/11/1996

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 03/07/2008
California 11/19/1996
Colorado 03/07/2008
Hawaii 08/31/1998
Idaho 12/17/2015
Louisiana 02/28/2018
Maryland 11/18/2016
Massachusetts 12/17/2015
Nebraska 05/19/2016
Nevada 03/11/2003
New Hampshire 03/09/2018
New York 08/19/2009
North Carolina 07/14/2015
Oregon 07/13/2004
Tennessee 02/28/2018
Texas 03/21/2002
Washington 05/14/2001

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser