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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-01-12 |
Branch Locations
75-1000 Henry St Ste 206, Kailua Kona, HI 96740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Kailua Kona | HI | 03/2012 | 10/2016 |
| Raymond James Financial Services, Inc. | Kailua-Kona | HI | 10/2016 | 01/2026 |
| Raymond James Financial Services Advisors Inc. | Kamuela | HI | 10/2016 | 01/2026 |
| Lpl Financial | Kailua-Kona | HI | 01/2026 | Present |
1. 12/2025 - Impact Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 100 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 1/12/2026 2. 12/2025 - Impact Wealth Of Hawaii LLC - Business Entity For Tax/Investment Purposes Only- Investment Related - 160 Hour(s)/Month - 100 Hour(s) During Trading - Kailua Kona HI 96740 - OBA Start Date: 08/04/2020 3. 12/2025 - Impact Wealth Of Hawaii Holdings LLC- Real Estate Rental - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Kailua Kona HI 96740 - OBA Start Date: 10/31/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-14 |
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