Michael Jerome Lickiss
Investment Adviser Representative at Pacific Wealth Advisory Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Jerome Lickiss is an investment adviser representative with Pacific Wealth Advisory Services LLC in Danville, CA, where they have been registered since 2024. They have worked in the securities industry since 2006 and have been registered with 3 firms, including Arkadios Wealth Advisors and Resource Investment Architects, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Investment Architects, Inc.Apr 2006 – Dec 2021Alamo, CA
- Arkadios CapitalDec 2021 – Jun 2024Atlanta, GA
- Arkadios Wealth AdvisorsDec 2021 – Jun 2024Atlanta, GA
- Resource Investment Architects, Inc.May 2016 – Dec 2021Alamo, CA
- Pacific Wealth Advisory Services LLCJun 2024 – no end date reportedDanville, CA
- PKS InvestmentsJul 2024 – Jan 2025Albany, NY
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pacific Wealth Advisory Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.01
- All Assets1.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers Risk Tolerance assessment, Wealth Management, and Retirement Planning services.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Danville, CA
- SEC file number:
- 801-130327
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 19, 2026
View full firm profileSimilar advisors in Danville, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Jerome Lickiss has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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