Kevin Akio Okumura

Current Employers

Employment History

• 05/2016 → 03/2017
  Signator Investors, Inc.
  Honolulu, HI
• 03/2017 → Present
  Osaic Wealth, Inc.
  Honolulu, HI
• 03/2015 → Present
  Occidental Underwriters Of Hawaii, Ltd.
  Honolulu, HI
• 02/2019 → Present
  Occidental Underwriters Of Hawaii, Ltd.
  Honolulu, HI

Previous Registrations

• 2016-05-13 → 2017-03-16
  Signator Investors, Inc.
  Honolulu, HI
  Honolulu, HI
• 2013-03-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Honolulu, HI
• 2009-12-09 → 2012-07-17
  New England Securities
  Honolulu, HI

Other Businesses

1) OCCIDENTAL UNDERWRITERS OF HAWAII, LTD. POSITION: Vice President NATURE: Insurance Brokerage Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 40 START DATE: 07/16/2012 ADDRESS: 1163 S. Beretania St., 3RD FLOOR, Honolulu HI 96814, United States DESCRIPTION: Assist insurance agents/brokers in a wholesaling role, assisting with product selection, running illustrations, and reviewing in-force policy performance for agents. 2) OCCIDENTAL UNDERWRITERS OF HAWAII, LTD. POSITION: Director NATURE: Insurance Brokerage Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2019 ADDRESS: 1163 S. Beretania St., Honolulu HI 96814, United States DESCRIPTION: Attend the Board of Directors meetings with powers and duties as may be incidental to the directorship or elsewhere given to him by law or in the By-Laws and as may be assigned to him from time to time by the Board of Directors 3) KEVIN OKUMURA POSITION: Co-Host NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2021 ADDRESS: 909 Ala Nanala St. #202, Honolulu HI 96818, United States DESCRIPTION: Will co-host a podcast - speak about various topics (NON-financially related) on shared interests. 4) SECURITY INSURANCE GROUP POSITION: Vice President & Director NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/27/2019 ADDRESS: 1163 S. Beretania St., Honolulu HI 96814, United States DESCRIPTION: Attend board meeting, provide input/feedback as needed. 5) PIIKOI INVESTMENT CORPORATION POSITION: Vice President & Director NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/27/2019 ADDRESS: 1163 S. Beretania St., Honolulu HI 96814, United States DESCRIPTION: Attend board meeting, provide input/feedback as needed. 6) KEVIN OKUMURA POSITION: Independent Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 5 START DATE: 07/16/2012 ADDRESS: 1163 S. Beretania St., Honolulu HI 96814, United States DESCRIPTION: Act as insurance agent selling fixed insurance products through: AIG, Bright house, Cincinnati Life, Legal & General America, John Hancock, Lincoln Financial Group, Mutual of Omaha/United of Omaha, Principal, Protective, Prudential, Standard, Transamerica.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-23
• S63 Uniform Securities Agent State Law Examination
  2008-08-08

Designations