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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-24 |
| HI | RA | APPROVED | 2023-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Lihue | HI | 06/2015 | 05/2017 |
| First Hawaiian Bank | Lihue | HI | 06/2015 | 08/2020 |
| Raymond James Financial Services, Inc. | Lihue | HI | 05/2017 | 08/2020 |
| Raymond James Financial Services Advisors Inc. | Lihue | HI | 05/2017 | 08/2020 |
| First Hawaiian Advisors Dba | Lihue | HI | 05/2017 | 08/2020 |
| Hawaiiusa Federal Credit Union | Lihue | HI | 08/2020 | 10/2020 |
| Bankoh Investment Services Inc | Honolulu | HI | 07/2022 | 12/2023 |
| Edward Jones | St Louis | MO | 12/2023 | Present |
| Bank Of Hawaii | Lihue | HI | 11/2020 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-10 |
| S65 | Uniform Investment Adviser Law Examination | 2006-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-03 |
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