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2000 John Loop, Coeur D'ALene, ID 83814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-11-04 |
Branch Locations
2000 John Loop, Coeur D'ALene, ID 83814 • United States
1003 Bishop Street Suite 2620, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cmr Financial Advisors | Honolulu | HI | 01/2006 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2013 | 11/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2023 | 11/2024 |
| Private Client Services, Llc | Honolulu | HI | 11/2024 | Present |
| Pinkerton Retirement Specialists, Llc | Honolulu | HI | 11/2024 | Present |
1) CMR Financial Advisors. 1003 Bishop Street, Suite 2620, Honolulu, HI 96734. DBA for Pinkerton Wealth Partners RIA. President of CMR Financial Advisors and Financial Advisors. 160 hrs/mo; 40 during trading hrs. Investment related. 2) Pinkerton Wealth Partners. 2000 John Loop, Coeur d'Alene, ID 83814. RIA. 160 hrs/mo; 40 during trading hrs. 3)PRIVATE CLIENT SERVICES, LLC. BROKER DEALER. REGISTERED REPRESENTATIVE. SINCE 11/2024. INVESTMENT RELATED 4) PARENT PARTICIPATION NURSERY SCHOOL. 92 KANEOHE BAY DRIVE KAILUA, HI 96734. PRESCHOOL. I WILL BE THE PRESIDENT OF THE BOD. I WILL HELP MAKE DECISIONS ON THE RUNNING OF THE SCHOOL, FINANCES, AND HR. 10 HRS/MO; 0 DURING TRADING HRS. NOT INVESTMENT RELATED. 4) Parent Participation Nursery School Preschool President/Board Member Since 06/2025 Investment Related 5) Retire Like A Shark Book Author Since 08/2025 Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-15 |
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