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74 Kihapai Street, Kailua, HI 96734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Wsfs Private Bank | Greenville | DE | 02/2013 | 03/2017 |
| Fsc Securities | Atlanta | GA | 04/2017 | 11/2017 |
| Farmers Insurance | Moorestown | NJ | 06/2018 | 07/2019 |
| Farmers Financial Solutions | Moorestown | NJ | 02/2019 | 07/2019 |
| Commonwealth Financial Network | Waltham | MD | 04/2015 | 03/2017 |
| Kingsley Law Firm | Collingswood | NJ | 04/2017 | 11/2018 |
| 1St To 50Th, Llc | Honolulu | HI | 09/2023 | Present |
| State Farm Insurance | Honolulu | HI | 07/2019 | 04/2021 |
| Recovery From Stroke | Honolulu | HI | 05/2021 | 08/2023 |
United American Investments, LLC Real Estate Ownership, not investment related, 1 hour every quarter 9 East Main Street, Moorestown, NJ 08057 passive owner 12/2022 - present
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 1997-10-01 |
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