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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
75-1000 Henry St Ste 206, Kailua Kona, HI 96740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Kailua Kona | HI | 06/2016 | 01/2026 |
| Raymond James Financial Services Advisors Inc. | Kailua Kona | HI | 06/2016 | 01/2026 |
| Impact Wealth | Kailua Kona | HI | 08/2020 | Present |
| Lpl Financial | Kailua Kona | HI | 01/2026 | Present |
1. 12/2025 - Impact Wealth - DBA for LPL Business (entity for LPL business) - Investment related - 200 Hour(s)/Month - 100 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 1/12/2026 2. 12/2025 - The Blue Kahaluu - Real Estate Rental - Investment Related - Investment related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Kailua Kona HI 96740 - OBA Start Date: 07/01/2021 3. 12/2025 - Impact Wealth of Hawaii Holdings - Real Estate Rental - Investment related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Kailua Kona HI 96745 - OBA Start Date: 01/01/2023 4.12/2025 - IMPACT WEALTH OF HAWAII LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Kailua Kona HI 96740 - OBA Start Date: 08/03/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-23 |
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