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Jeffery Michael Loff

Crl Advisors

Honolulu, HI

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Current Employers
Crl Advisors

1003 Bishop St Ste 2155, Honolulu, HI 96813-6420 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APP_PEND_IARCE 2026-01-01
  • HI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

1003 Bishop St Ste 2155, Honolulu, HI 96813-6420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Loff & Company Honolulu HI 11/2013 Present
Duryea & Associates Cpas, Llc Honolulu HI 08/2014 12/2016
Duryea Ingraham Loff Cpas Honolulu HI 01/2017 02/2019
Crl Advisors Llc Honolulu HI 02/2019 Present
  • 11/2013 → Present
    Loff & Company
    Honolulu, HI
  • 08/2014 → 12/2016
    Duryea & Associates Cpas, Llc
    Honolulu, HI
  • 01/2017 → 02/2019
    Duryea Ingraham Loff Cpas
    Honolulu, HI
  • 02/2019 → Present
    Crl Advisors Llc
    Honolulu, HI
Other Businesses

As it stands now I run a CPA firm, DIL LLC dba Duryea Ingraham Loff CPAs. Once CRL Advisors is approved as an RIA firm, there will be some overlap where I operate both DIL LLC (a CPA firm doing taxes and accounting) and CRL Advisors LLC. CRL Advisors is meant to absorb the tax and accounting business of DIL LLC such that DIL LLC goes away at the end of 2019. Still, though, CRL Advisors at that point will be involved in two lines of business: investment advisory and CPA firm - taxes and accounting. I should also mention that I formed a software company called Keenly Inc that provides tax practice management capability. I think I erroneously left this off prior forms. I am the 100% owner of the C-Corporation - but there is not yet any operating activity or revenue.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-15
S63 Uniform Securities Agent State Law Examination 2002-09-06
  • S65 Uniform Investment Adviser Law Examination
    2019-01-15
  • S63 Uniform Securities Agent State Law Examination
    2002-09-06
Designations
Other Names
  • Jeffrey Michael Loff

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