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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-09-22 |
Branch Locations
220 S King Street 20Th Floor, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Honolulu | HI | 07/2011 | 04/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2017 | 11/2017 |
| American Savings Bank | Honolulu | HI | 07/2011 | 11/2017 |
| Central Pacific Bank | Honolulu | HI | 11/2017 | 04/2022 |
| Lpl Financial Llc | Honolulu | HI | 11/2017 | 04/2022 |
| Charles Schwab & Co., Inc. | Honolulu | HI | 05/2022 | 08/2025 |
| Charles Schwab Bank, Ssb | Honolulu | HI | 05/2022 | 08/2025 |
| Lpl Financial Llc | Honolulu | HI | 09/2025 | Present |
| Central Pacific Bank | Honolulu | HI | 09/2025 | Present |
1) 09/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Central Pacific Investment Services Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-27 |
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