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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED_RES | 2025-01-25 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Sagepoint Financial | Honolulu | HI | 02/2015 | 09/2023 |
| Osaic Wealth, Inc. | Kaneohe | HI | 09/2023 | 01/2025 |
| Lpl Financial | Kaneohe | HI | 01/2025 | Present |
1- 01/2025 / Trusted Auto Group / Business Owner / Inv Rltd / 20 hrs mnth / 8 hrs during trading / start 01/01/2021 2- 01/2025 / Trusted Advisors Group Hawaii, Inc / Non-Variable Insurance / Inv Rltd / 100 hrs mnth / 12 hrs during trading / start 02/01/2015 3- 01/2025 / Trusted Advisors Group Hawaii, Inc / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 12 hrs during trading / start 10/01/2015 4- 01/2025 / General Real - Estate / Mortgage/Real Estate Services / Inv Rltd / 10 hrs mnth / 8 hrs during trading / start 01/01/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-08 |
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