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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-09-05 |
Branch Locations
1188 Bishop Street Century Square Ste 2112, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Honolulu | HI | 03/1997 | 09/2025 |
| Chang & Company, Cpa, Inc. | Honolulu | HI | 02/1990 | Present |
| Jeffrey H.K. Chang | Honolulu | HI | 07/1995 | Present |
| Avantax Insurance Agency, Llc | Honolulu | HI | 06/2006 | 09/2025 |
| Avantax Advisory Services | Honolulu | HI | 08/1998 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Honolulu | HI | 01/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Honolulu | HI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Jeffrey H.K. Chang; 1088 Bishop Street Ste 507, Honolulu, HI 96813; Independent Insurance Agent; 7/20/1995~3hrs~1hrs~Sales of Insurance Policies 2) Hui Fat Kala, LLC; 1088 Bishop street, STE 507. Honolulu, HI 96813; Rental Property Owner/Management~Partner/General Partner~1/1/2014~1hrs~0hrs~Member of the LLC. 3) Chang & Company, CPA, Inc; 1088 Bishop Street, Ste 507, Honolulu, HI 96813; Tax Preparation/Accounting~Tax Preparation/Accounting~2/9/1990; 50hrs~10hrs~President & owner of Accounting Firm. 4) United Chinese Society of Hawaii; 42 North King Street, Honolulu, HI 96817; Elected/Appointed Official; 12/8/2018~5hrs~.5hrs~An elected, non-paid, position to serve a three-years term as trustee. I'm one of a total of 14 trustees servicing staggered three-year terms in the organization to provide outside, independent policy guidance and feedback to the organization. 5) AOAO CENTURY SQUARE; Member, Board of Directors NATURE: Member of Board of Director at AOAO Century Square, a commercial office condominium where my accounting practice and investment/insurance business is also located. NIR; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 1188 Bishop Street, Century Square STE 612, Honolulu HI 96813, US; Approximate 1 to 2 hours per month to attend meetings and address matters relating to the operations and maintenance of the office building.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-31 |
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