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Daniel Matsumura

Edward Jones

Honolulu, HI

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-03-27
TX RA APPROVED 2024-10-15
  • HI RA
    APPROVED
    Since 2025-03-27
  • TX RA
    APPROVED
    Since 2024-10-15

Branch Locations

1600 Kapiolani Blvd Ste 716, Honolulu, HI 96814 • 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
Edward Jones St Louis MO 08/2024 Present
Katy Independent School District Katy TX 02/2024 06/2024
Nrg Via Primary Services Houston TX 12/2015 04/2017
Primary Services Conoco Phillips Houston TX 12/2017 11/2018
St John Xxiii College Prepatory Katy TX 01/2020 11/2023
Unemployed Katy TX 04/2017 12/2017
Self Employed Katy TX 12/2018 11/2023
  • 08/2024 → Present
    Edward Jones
    St Louis, MO
  • 02/2024 → 06/2024
    Katy Independent School District
    Katy, TX
  • 12/2015 → 04/2017
    Nrg Via Primary Services
    Houston, TX
  • 12/2017 → 11/2018
    Primary Services Conoco Phillips
    Houston, TX
  • 01/2020 → 11/2023
    St John Xxiii College Prepatory
    Katy, TX
  • 04/2017 → 12/2017
    Unemployed
    Katy, TX
  • 12/2018 → 11/2023
    Self Employed
    Katy, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-14
  • S66 Uniform Combined State Law Examination
    2024-10-14

View on SEC IAPD

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Other Offices

REGENCY CAPITAL MANAGEMENT INC. · HONOLULU, HI
WEALTH ALIGNMENT PARTNERS, LLC · HONOLULU, HI
WELLS FARGO CLEARING SERVICES, LLC · HONOLULU, HI
DIVERSIFY ADVISORY SERVICES, LLC · Honolulu, HI
DIVERSIFY ADVISORY SERVICES, LLC · HONOLULU, HI
CETERA INVESTMENT ADVISERS LLC · HONOLULU, HI
MML INVESTORS SERVICES, LLC · HONOLULU, HI
COMMONWEALTH FINANCIAL NETWORK · Honolulu, HI

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