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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-05-18 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Honolulu | HI | 05/2015 | 04/2022 |
| Stifel Independent Advisors, Llc | Honolulu | HI | 04/2022 | 05/2026 |
| Raymond James Financial Services, Inc. | Honolulu | HI | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Honolulu | HI | 05/2026 | Present |
| Kwm Wealth Advisory | Honolulu | HI | 10/2020 | 05/2026 |
| Integrity Asset Management Llc Dba Radiance Wealth Services | Honolulu | HI | 06/2015 | 04/2026 |
| Radiance Wealth Services | Honolulu | HI | 06/2015 | 05/2026 |
(1) Name of Business: Integrity Asset Management LLC Address: 1188 Bishop St Ste 3010, Honolulu, HI, 96813, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/05/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Primary role as a financial advisor helping clients manage their finances by providing tailored advice on investments, retirement planning, insurance, and tax strategies. I assist clients in defining their financial goals and risk tolerance to develop comprehensive plans, monitor portfolios, and ensure regulatory compliance. (2) Name of Business: KWM Wealth Advisory Address: 1188 Bishop St Ste 3010, Honolulu, HI, 96813, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisors assist clients in creating a personalized financial plan and provide advice in areas of managing risk of an investment portfolio, retirement planning, insurance planning and tax strategies. Conducts regular reviews to adapt to client's life changes. (3) Name of Business: Radiance Wealth Services Address: 1188 Bishop St Ste 3010, Honolulu, HI, 96813, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/15/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Primary role as a financial advisor helping clients manage their finances by providing tailored advice on investments, retirement planning, insurance, and tax strategies. I assist clients in defining their financial goals and risk tolerance to develop comprehensive plans, monitor portfolios, and ensure regulatory compliance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-02 |
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