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Cathy Hitomi Tajiri

The Rice Partnership, LLC

Honolulu, HI

Wealthjar Investment Advisory, LLC

Honolulu, HI

CRD 4227411

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Employer firm

The Rice Partnership, LLC CRD 135701

$985M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
The Rice Partnership, Llc

1099 Alakea Street Suite 2510, Honolulu, HI 96813 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2020-04-17
  • HI RA
    APPROVED
    Since 2020-04-17

Branch Locations

1099 Alakea Street Suite 2510, Honolulu, HI 96813 • United States

Wealthjar Investment Advisory, Llc

1099 Alakea St. Suite 2510, Honolulu, HI 96813 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2020-04-17
  • HI RA
    APPROVED
    Since 2020-04-17

Branch Locations

1099 Alakea St. Suite 2510, 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Honolulu HI 01/2001 09/2018
Charles Schwab Bank Honolulu HI 02/2005 09/2018
The Rice Partnership, Llc Honolulu HI 04/2020 Present
Bank Of Hawaii Honolulu HI 09/2018 02/2020
Wealthjar Investment Advisory, Llc San Luis Obispo CA 04/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-16
  • S66 Uniform Combined State Law Examination
    2000-08-16
Other Names
  • Cathy Hitomi Gushiken

View on SEC IAPD

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