Calvin Kimio Taketa

Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2003 → Present
  Beneficial Financial Group
  Kailua, HI
• 04/2011 → Present
  Brokers International Financial Services Llc
  Mililani, HI

Previous Registrations

• 2010-10-01 → 2011-05-04
  Osaic Fa, Inc.
  Mililani, HI
  La Jolla, CA
  Mililani, HI
• 2007-10-03 → 2010-09-01
  Insphere Securities, Inc.
  Mlilani, HI
  Salt Lake City, UT
• 2007-01-23 → 2007-10-03
  Allegis Advisors, Inc.
  Kailua, HI
  Salt Lake City, UT

Other Businesses

1. INDEPENDENT INSURANCE AGENT;YES;94-144 HOLANIALII PLACE MILILANI, HI 96789;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;4/2011;136;136;SALES OF FIXED INSURANCE PRODUCTS 2. CALVIN K TAKETA;YES;94-144 HOLANIALII PLACE MILILANI, HI 96813;DBA;OWNER;8/2001;160;160;DBA FOR INSURANCE AND SECURITIES SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-21
• S63 Uniform Securities Agent State Law Examination
  2001-09-07

Other Names

• Calvin K Taketa