Patrick Tantoco

Current Employers

Employment History

• 04/2013 → 12/2016
  Independent Financial Group
  Honolulu, HI
• 12/2016 → 03/2019
  Massmutual Life Insurance Co
  Honolulu, HI
• 12/2016 → 03/2017
  Msi Financial Services, Inc
  Honolulu, HI
• 03/2017 → 03/2019
  Mml Investors Services, Llc
  Honolulu, HI
• 03/2019 → Present
  Osaic Wealth, Inc.
  Honolulu, HI

Previous Registrations

• 2017-03-25 → 2019-03-15
  Mml Investors Services, Llc
  Honolulu, HI
• 2016-12-12 → 2017-03-25
  Msi Financial Services, Inc.
  Honolulu, HI
• 2013-05-31 → 2016-12-13
  Independent Financial Group, Llc
  Honolulu, HI
  San Diego, CA
  Honolulu, HI
• 2011-04-05 → 2013-06-04
  Integrity Alliance, Llc.
  Honolulu, HI
  Urbandale, IA
  Honolulu, HI
• 2010-07-08 → 2010-11-11
  Grove Point Investments, Llc
  Meridian, ID
  San Mateo, CA
• 2008-12-11 → 2009-03-25
  Banc Of America Investment Services, Inc.
  San Mateo, CA
  Palo Alto, CA

Other Businesses

1) TANTOCO FINANCIAL POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 40 START DATE: 06/07/2019 ADDRESS: 1163 S. Beretania Street, Honolulu HI 96814, United States DESCRIPTION: Using Tantoco Financial to do securities, life, health, long-term care business with clients. 2) FIXED INSURANCE POSITION: Sole Propreitor NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/15/2019 ADDRESS: 1163 S Beretania, Honolulu HI 96814, United States DESCRIPTION: Selling fixed insurance as a part of client financial plan 3) HAWAII CUBE POSITION: founder NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2017 ADDRESS: 888 N Nimitz, Honolulu HI 96817, United States DESCRIPTION: No hand in day to day operations. I handle internet marketing 4) ALOHA INFRARED POSITION: President NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2019 ADDRESS: 725 Kapiolani Blvd. #812, APT 618, Honolulu HI 96813, United States DESCRIPTION: This company provides infrared thermography inspections. This is detecting of heat differential within walls and construction. Currently there are no clients or employees. The corporation has been set up, but I have not engaged in any contracts or gone after any contracts. Currently do not make any income on this OBA. Anticipate this will change in the future. 5) E2 HOLDINGS POSITION: member NATURE: S corp INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 88 piikoi apt 502, Honolulu HI 96814, United States DESCRIPTION: With my wife help identify and purchase properties to purchase, rehab and sell. My wife is a real estate agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-10
• S63 Uniform Securities Agent State Law Examination
  2007-02-08

Other Names

• Hermogenes-Gil Patrick Tantoco
• Hermongenes Gil Patrick Tantoco
• Hermogenes Gil Patrick Tantoco