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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-03-31 |
Branch Locations
4371 Puaole Street Ste E, Lihue, HI 96766 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Carlsbad | CA | 06/2009 | 01/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2020 |
| First Allied Securities, Inc. | San Diego | CA | 01/2020 | 09/2022 |
| First Allied Advisory Services, Inc. | San Diego | CA | 01/2020 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 09/2022 |
| Cetera Advisors Llc | Oceanside | CA | 09/2022 | 03/2025 |
| Lpl Financial | Lihue | HI | 03/2025 | Present |
1- 11/2024 / Malama Wealth / DBA for LPL Business (entity for LPL business) / INV RLTD / ATLOCATIONS / 160 HRS MNTH / 8 HRS DURING TRADING / START 02/03/2020 2- 11/2024 / nsurance / Non-Variable Insurance / INV RLTD / 1 HRS MNTH / 1 HRS DURING TRADING / START 02/03/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-13 |
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