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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
| HI | RA | APPROVED | 2019-01-18 |
Branch Locations
1163 S. Beretania Street, Honolulu, HI 96814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Honolulu | HI | 03/2014 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 01/2019 |
| Mml Investors Services, Llc | Honolulu | HI | 03/2017 | 01/2019 |
| Osaic Wealth, Inc. | Honolulu | HI | 01/2019 | Present |
1. PACIFIC FINANCIAL GROUP, LLC POSITION: Member/President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2019 ADDRESS: 1163 S Beretania St Honolulu HI 96814 DESCRIPTION: Sell Life, Health, Disability, LTC & Fixed Annuities through Brighthouse, John Hancock, Lincoln Jackson, Principal, Protective, Transamerica, Nationwide & Prudential 2. MAUI FINANCIAL GROUP POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2025 ADDRESS: 173 Hoohana St Ste 202 Kahului HI 96732 DESCRIPTION: Sell Life, Health, Disability, LTC, & Fixed Annuities through BrightHouse, John Hancock, Lincoln, Jackson, Principal, Protective, Athene, Pacific Life, Standard, Transamerica, Nationwide, & Prudential.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-02-13 |
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