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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2017-10-03
  • HI RA
    APPROVED
    Since 2017-10-03

Branch Locations

999 Bishop Street Suite 1850, Honolulu, HI 96813 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Island Event Rentals Waipahu HI 10/2014 09/2016
First Hawaiian Bank Honolulu HI 10/2016 Present
Bank West Investment Services Omaha NE 10/2016 05/2017
Raymond James Financial Services, Inc. Honolulu HI 05/2017 Present
Raymond James Financial Services Advisors Inc. Honolulu HI 10/2017 Present
Island Event Rentals Waipahu HI 10/2014 09/2019
Rainforest Florals Llc Honolulu HI 09/2025 Present
  • 10/2014 → 09/2016
    Island Event Rentals
    Waipahu, HI
  • 10/2016 → Present
    First Hawaiian Bank
    Honolulu, HI
  • 10/2016 → 05/2017
    Bank West Investment Services
    Omaha, NE
  • 05/2017 → Present
    Raymond James Financial Services, Inc.
    Honolulu, HI
  • 10/2017 → Present
    Honolulu, HI
  • 10/2014 → 09/2019
    Island Event Rentals
    Waipahu, HI
  • 09/2025 → Present
    Rainforest Florals Llc
    Honolulu, HI
Other Businesses

1) Name of Business: First Hawaiian Advisors DBA Address: 999 Bishop St Ste 1850, Honolulu, HI, 96813, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/03/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Operations (2) Name of Business: First Hawaiian Bank Address: 999 Bishop St Suite 2810, Honolulu, HI, 96813, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 10/03/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Program Officer - Do what needs to be done. (3) Name of Business: LeiAloha Wedding and Event Planners Address: 3138 Waialae Ave Unit 1018, Honolulu, HI, 96816, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 11/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Laborer (4) Name of Business: Michael Lukacs Address: 3138 Waialae Ave #1018, Honolulu, HI, 96816, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/20/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property owner, cash dem checks and pay dem bills. (5) Name of Business: Read To Me International Address: 3138 Waialae Ave, Unit 1018, Honolulu, HI, 96816, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 03/20/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Embrace the mission of Read to Me International (RTMI).\nBe available and willing to attend board meetings and support RTMI functions and program.\nShare personal resources and skills with RTMI. \nLeverage personal connections to share the mission of RTMI and inspire greater community engagement in supporting the efforts of the organization. \n\n (6) Name of Business: Windward Oahu Advisors Address: 705 Kailua Rd, Kailua, HI, 96734, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: The team of FA's; Stuart Pinho and Kamalu kaluhiokalnai wishes to use this dba name, Windward Oahu Advisors, on their team's customer statements and confirms, instead of the current RJ default of "PINHOKALUHIOKALANI" - Updated to reflect the removal of Taylor McClafferty

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-21
S63 Uniform Securities Agent State Law Examination 2007-05-17
  • S66 Uniform Combined State Law Examination
    2017-08-21
  • S63 Uniform Securities Agent State Law Examination
    2007-05-17

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