Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2019-01-22 |
Branch Locations
1163 S. Beretania Street, Honolulu, HI 96814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services Inc | Honolulu | HI | 08/2016 | 03/2017 |
| Mml Investors Services, Llc | Honolulu | HI | 03/2017 | 01/2019 |
| Massachusetts Mutual Life Insurance Company | Honolulu | HI | 03/2017 | 01/2019 |
| Royal Alliance | Honolulu | HI | 01/2019 | 06/2023 |
| Osaic Wealth Inc | Honolulu | HI | 06/2023 | Present |
1. SUMMIT FINANCIAL ADVISORS POSITION: CEO NATURE: Team of advisors doing business as Summit Financial Advisors, an LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2018 ADDRESS: 1163 S. Beretania st., Honolulu HI 96814, United States DESCRIPTION: comprehensive financial planning, life insurance, securities, LTC insurance 2. MANA WEALTH HAWAII POSITION: Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 2241 W. Vineyard St., Wailuku HI 96793, United States DESCRIPTION: Meet with clients and talk about fixed products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-24 |
Reach out to this advisor