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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-23 |
| HI | RA | APPROVED | 2023-08-21 |
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 |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 10/2010 | 07/2023 |
| Central Pacific Bank | Honolulu | HI | 10/2010 | 07/2023 |
| Osaic Wealth, Inc. | Honolulu | HI | 07/2023 | Present |
1. JMAC WEALTH MANAGEMENT, LLC POSITION: LLC MEMBER/ADVISOR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 50 START DATE: 07/31/2023 ADDRESS: 1163 S Beretania Street, Honolulu HI 96814, United States DESCRIPTION: PROVIDE FIN PLANNING SERVICES, RETIREMENT PLANNING, ADVISORY MANAGE ACCOUNT, LIFE INS, ANNUITIES, LTC, DISABILITY INSURANCE, MUTUAL FUNDS, ETF, ETC 2.ROTARY CLUB OF PEARL HARBOR POSITION: PRESIDENT ELECT NATURE: My Rotary Club of Pearl Harbor is a local chapter of Rotary International, a worldwide volunteer organization whose members work together to improve their communities and support humanitarian projects around the world. Rotary has more than 1.2 million members in thousands of clubs across over 200 countries and geographic areas. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2026 ADDRESS: 943 Valkenburgh, HONOLULU HI 96818, United States DESCRIPTION: The President-Elect's main responsibilities typically include:Preparing to lead the club by learning Rotary policies, club operations, and leadership skills. Attending leadership training, such as district President-Elect Training Seminars (PETS) and district assemblies. Planning the next Rotary year, including setting goals for membership, service projects, fundraising, and community impact. Selecting committee chairs and board members (depending on the club's bylaws). Developing the club budget with the treasurer and board. Working closely with the current president to ensure a smooth transition and provide continuity. Representing the club at district meetings and collaborating with other Rotary leaders. NOTE: NO Direct or indirect control over and/or custody of funds or securities for the organization including check writing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-23 |
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