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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-03-05 |
| HI | RA | APPROVED | 2023-12-01 |
| TX | RA | APPROVED | 2023-12-01 |
Branch Locations
38 East Serene Avenue # 222, Las Vegas, NV 89123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Honolulu | HI | 05/2015 | 11/2020 |
| Lpl Financial, Llc | Honolulu | HI | 11/2020 | 12/2023 |
| Osaic Wealth, Inc. | Honolulu | HI | 11/2023 | Present |
1. COMPLETE FAMILY WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2023 ADDRESS: 1163 S Beretania St, Honolulu HI 96814, United States DESCRIPTION: Fixed insurance and annuity sales 2.THE LITTLE GUEST, LLC POSITION: Manager NATURE: LLC created for legal purposes, not investment related INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2017 ADDRESS: 1163 S Beretania St, Honolulu HI 96814, United States DESCRIPTION: Manager of LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-19 |
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