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FINANCIAL CELEBRATIONS

VACAVILLE, CA · CRD 344041 · IAPD ↗ · financialcelebrations.com · 7074467623

$0Regulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
October 2026 — FINANCIAL CELEBRATIONS (VACAVILLE, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.