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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas W. Revelle, Cpa | Kahului | HI | 01/1986 | Present |
| First Assembly Of God | Kahului | HI | 11/1989 | Present |
| Avantax Investment Services, Inc. | Makawao | HI | 11/1997 | 09/2025 |
| King's Cathedral & Chapels, Inc. | Kahului | HI | 12/2017 | Present |
| Pacific Guardian Life | Honolulu | HI | 06/2019 | Present |
| Avantax Advisory Services | Makawao | HI | 03/1998 | 09/2025 |
| Professional Business Services | Makawao | HI | 07/1997 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Makawao | HI | 02/2004 | 09/2025 |
| Cetera Wealth Services, Llc | Makawao | HI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Rental House~15 Haaheo Place~Pukalani~HI~96768~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/2011~1hrs~0hrs~Select tenants and manage property 2) King's Cathedral & Chapels, Inc.~777 Maui Veterans Hwy~Kahului~HI~96732~Accounting Services/Tax Preparation~Employee~12/1/2017~10hrs~10hrs~Provide payroll support, accounting advice and financial statement compilations 3) Pacific Guardian Life~1440 Kapiolani Blvd, Suite 1700~Honolulu~HI~96814~Insurance Agent~Agent~6/17/2019~2hrs~2hrs~Act as agent for employers related to TDI coverage 4) TWR, LLC POSITION: Member NATURE: Office condo ownership/rental INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2021 ADDRESS: 40 Kapaoa Street, Unit B104, Makawao HI 96768, United States DESCRIPTION: The LLC owns an office condo which will be rented out when complete later this year. 5) PROFESSIONAL BUSINESS SERVICES POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 07/01/1997 ADDRESS: 40 Kupaoa Street, Suite 104, Makawao HI 96768, United States DESCRIPTION: Management of company that provide tax preparation, accounting & employee leasing 6) INSURANCE SALES POSITION: Agent NATURE: Sales of insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2023 ADDRESS: 40 Kupaoa Street, Suite 104, Makawao HI 96768, United States DESCRIPTION: Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-29 |
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