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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-17 |
| HI | RA | APPROVED | 2018-10-01 |
Branch Locations
1003 Bishop St Pauahi Tower, Ste 880, Honolulu, HI 96813-6426 • United States
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 |
|---|---|---|---|---|
| American Savings Bank | Honolulu | HI | 04/2011 | 10/2018 |
| Lpl Financial Llc | Honolulu | HI | 07/2011 | 04/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2017 | 10/2018 |
| Cetera Investment Advisers Llc | Honolulu | HI | 04/2017 | 10/2018 |
| Lpl Financial | Honolulu | HI | 10/2018 | Present |
1. FIXED ANNUITIES, TERM AND UNIVERSAL LIFE, DISABILITY INSURANCE / Non-Variable Insurance / Honolulu, HI 2. Retirement Partners of Hawaii / DBA for LPL Business (entity for LPL business) / 100% / Honolulu, HI 3. 05/03/2023 - Crump Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Solicitor - Start Date 04/27/2023 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-25 |
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