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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-08-06 |
Branch Locations
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
1003 Bishop Street Suite 1820, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kobo Wealth Conservancy, Llc | Honolulu | HI | 04/2007 | Present |
| Daniel Investment Associates, Llc | Santa Barbara | CA | 08/2015 | 02/2021 |
| Shuster Advisor Group, Llc | Pasadena | CA | 04/2016 | 08/2025 |
| Kobo Retirement Strategies | Pasadena | CA | 01/2017 | 05/2024 |
| Pan Pacific Partners, Llc | Honolulu | HI | 08/2019 | Present |
| Ashton Thomas Private Wealth, Llc | Scottsdale | AZ | 08/2025 | Present |
1) ORG NAME: KOBO WEALTH CONSERVANCY, LLC| INVST REL: Yes | ORG ADDR: Honolulu, HI| NATURE OF BUS: Registered Investment Advisor| TITLE: Owner, CIO, & CCO| START DT: 04/2007 |TOTAL HRS P/M: 180 | SEC TRDNG HRS P/M: 5 | DUTIES: Responsible For Portfolio Management And Client Service At Kobo Wealth. 2) ORG NAME: Pan Pacific Partners, LLC | INVST REL: Yes | ORG ADDR: Honolulu, HI| NATURE OF BUS: Trust and Fiduciary Administrative Services for individuals | TITLE: Owner| START DT: 08/01/2019 | TOTAL HRS P/M: 1| SEC TRDNG HRS P/M: 0| DUTIES: Owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-01 |
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