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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2019-02-21 |
Branch Locations
1163 S. Beretania Street, Honolulu, HI 96814 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Honolulu | HI | 03/2017 | 01/2019 |
| Msi Financial Services | Honolulu | HI | 07/2016 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Honolulu | HI | 03/2017 | 01/2019 |
| Osaic Wealth, Inc. | Honolulu | HI | 01/2019 | Present |
1) SUMMIT FINANCIAL ADVISORS POSITION: Client Relations NATURE: Team of advisors doing business as Summit Financial Advisors, an LLC in the state of Hawaii. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2018 ADDRESS: 1163 S. Beretania Street, Honolulu HI 96814, United States DESCRIPTION: Comprehensive financial planning including life insurance, securities, LTC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-13 |
| S66 | Uniform Combined State Law Examination | 2014-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-13 |
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