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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2023-03-15 |
Branch Locations
1088 Bishop St Ste 1224, Honolulu, HI 96813-3139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Honolulu | HI | 06/2009 | 05/2017 |
| First Hawaiian Bank | Honolulu | HI | 06/2009 | 07/2022 |
| Raymond James Financial Services, Inc. | Honolulu | HI | 05/2017 | Present |
| First Hawaiian Advisors Dba | Honolulu | HI | 05/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Honolulu | HI | 06/2019 | Present |
| Lpl Financial Llc | Honolulu | HI | 03/2023 | Present |
1) 02/23/2023 - Hogan Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 12/04/2023 - Hogan Consulting Group - Inv Related - At Reported Business Locations - Non-Variable Insurance - Senior Wealth Advisor - Started: 2/1/2023 - 8 Hrs/Mo; 1 Hr During Trading. 3) 12/06/2023 - Hogan Consulting Group, LLC - Inv Related - At Reported Business Locations - Employee Benefits/Health & Welfare Consulting - Senior Consultant - Started: 2/1/2023 - 8 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-04 |
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