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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-08-11 |
Branch Locations
95-1249 Meheula Parkway, Suite F-3, Mililani, HI 96789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Honolulu | HI | 05/2017 | 08/2021 |
| Raymond James Financial Services Advisors Inc. | Kailua | HI | 05/2017 | 08/2021 |
| Bankoh Investment Services, Inc. | Honolulu | HI | 06/2024 | Present |
| Pacific In Vitro Fertilization Institute | Honolulu | HI | 04/2023 | 05/2023 |
| Unemployed | Honolulu | HI | 08/2021 | 04/2023 |
| Csi Trust | Honolulu | HI | 05/2023 | 06/2023 |
| Bancwest Investment Services | Kailua | HI | 05/2013 | 05/2017 |
| Bank Of Hawaii | Honolulu | HI | 07/2023 | 06/2024 |
| Unemployed | Honolulu | HI | 06/2023 | 07/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2025 | Present |
| Cetera Investment Advisers Llc - | Honolulu | HI | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-27 |
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