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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2022-05-18 |
Branch Locations
85-866 Farrington Highway, Waianae, HI 96792 • United States
4250 Radford Drive Bldg. 63, Honolulu, HI 96818 • United States
94 449 Ukee St, Waipahu, HI 96797 • United States
550 Paiea Street, Suite #128 Airport Trade Center, Honolulu, HI 96819 • United States
1288 Ala Moana Blvd Ste 106, Honolulu, HI 96814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2015 | Present |
| Cuna Mutual Group | Waverly | IA | 10/2015 | Present |
| Lpl Financial Llc | Waianae | HI | 05/2022 | Present |
1. 05-18-2022-PenFed Wealth Management- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-START DATE: 05/24/2022-0 Hours per Month/0 Hours During Security Trading- 2. 05-18-2022- Pearl Hawaii Wealth Advisors- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-19 |
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