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ITC ADVISORY SERVICES, LLC

IRVINE, CA · CRD 339265 · IAPD ↗ · (818) 629-2636

$0Regulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
120-Day ApprovalSEC status

Filing changes

50
June 2026 — ITC ADVISORY SERVICES, LLC (IRVINE, CA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
85
February 2026 — ITC ADVISORY SERVICES, LLC (IRVINE, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.