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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-22 |
| HI | RA | APPROVED | 2025-11-06 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
75-5905 Walua Road Suite 9, Kailua-Kona, HI 96740 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccabe Financial Services Inc | Kailua Kona | HI | 05/2012 | 10/2020 |
| Sagepoint Financial, Inc. | Kailua-Kona | HI | 05/2017 | 01/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2019 | 10/2020 |
| Aloha Life & Retirement, Inc. | Kailua-Kona | HI | 05/2017 | Present |
| Allstate Life & Retirement | Kailua-Kona | HI | 05/2012 | 05/2017 |
| Allstate Financial Services, Llc | Kahului | HI | 01/2001 | 05/2017 |
| Retirement Wealth Advisors, Llc | Kailua-Kona | HI | 05/2017 | 06/2021 |
| Insight Folios | Kailua-Kona | HI | 06/2021 | 10/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 11/2025 | Present |
ALOHA LIFE & RETIREMENT INC.; INVESTMENT RELATED; 75-5905 WALUA ROAD, STE. 9, KAILUA-KONA, HAWAII, 96740; INVESTMENT ADVISORY AND INSURANCE; OWNER; STARTED 05/2017; 160 HOURS/MONTH DEVOTED; 40 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES AND SALE OF INSURANCE PRODUCTS. BAYSHORE KULEANA LLC; NON INVESTMENT RELATED; 74-5070 TOMI TOMI DRIVE, KAILUA-KONA, HAWAII, 96740; REAL ESTATE; MEMBER; STARTED 02/1992; 1 HOUR/MONTH DEVOTED; 1 HOUR/MONTH DEVOTED DURING SECURITIES TRADING HOURS; REAL ESTATE SALE MANAGING. BROADWAY 3120 LLC; NON INVESTMENT RELATED; 74-5070 TOMI TOMI DRIVE, KAILUA-KONA, HAWAII, 96740; REAL ESTATE; MEMBER; STARTED 06/2005; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; REAL ESTATE SALE MANAGING. SOLE PROPRIETOR, LARRY AND WANEE MCCABE; NON INVESTMENT RELATED; 74-5070 TOMI TOMI DRIVE, KAILUA-KONA, HAWAII, 96740; REAL ESTATE; MEMBER; STARTED 04/2009; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; REAL ESTATE SALE MANAGING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-09 |
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