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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2017-05-03 |
Branch Locations
999 Bishop Street Suite 1850, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Hawaiian Bank | Honolulu | HI | 08/2012 | Present |
| Bancwest Investment Services | Honolulu | HI | 08/2012 | 05/2017 |
| Raymond James Financial Services, Inc. | Honolulu | HI | 05/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Honolulu | HI | 05/2017 | Present |
| Susan S S Lee Revocable Liv Trust | Mililani | HI | 06/2009 | Present |
| First Hawaiian Advisors | Honolulu | HI | 05/2017 | Present |
(1)Name of Business: First Hawaiian Advisors Address: 999 Bishop St., Suite 1850, Honolulu, HI, 96813, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/03/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch Manager Delegate-supervise and monitor sales activities; Training new hires regarding compliance matters; maintenance of required books and records. (2)Name of Business: Susan S S Lee Revocable Liv Trust Address: 95-955 Ukuwai St #1703, Mililani, HI, 96789, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner: rent property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-23 |
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