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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2017-10-03 |
Branch Locations
999 Bishop Street Suite 1850, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-17 |
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