Lance Masami Miyahira

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
HI	RA	APPROVED	2008-11-26

HI RA
APPROVED

Since 2008-11-26

Branch Locations

500 Ala Moana Blvd Ste 501 Seven Waterfront Plaza, Honolulu, HI 96813 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Honolulu	HI	11/2008	Present
Island Wealth, Llc (Dba: Island Wealth Management)	Honolulu	HI	05/2021	Present
Takemayu, Llc (Dba: Island Wealth Management)	Honolulu	HI	05/2021	12/2021

11/2008 → Present

Lpl Financial, Llc

Honolulu, HI
05/2021 → Present

Island Wealth, Llc (Dba: Island Wealth Management)

Honolulu, HI
05/2021 → 12/2021

Takemayu, Llc (Dba: Island Wealth Management)

Honolulu, HI

Previous Registrations

2021-05-03 → 2023-01-06

Island Wealth Management

Honolulu, HI
2003-05-19 → 2008-12-05

Valic Financial Advisors, Inc.

Honolulu, HI

Honolulu, HI

Other Businesses

1) 7/8/2013: Island Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2) 12/26/2024- Masami LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Honolulu, HI- Start date 07/01/2013- 1 Hour Per Month- 1 Hour During Trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-05-16
S63	Uniform Securities Agent State Law Examination	2000-08-11

S65 Uniform Investment Adviser Law Examination

2003-05-16
S63 Uniform Securities Agent State Law Examination

2000-08-11

View on SEC IAPD