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732 S. 6Th St. #4119, Las Vegas, NV 89101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-03-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bnak | Honolulu | HI | 09/2014 | 06/2021 |
| Independent Financial Group, Llc | Honolulu | HI | 01/2024 | Present |
| Cardinal Financial | Honolulu | HI | 01/2022 | 03/2022 |
| Adp Total Source | Honolulu | HI | 04/2022 | 08/2023 |
| Unemployed | Honolulu | HI | 08/2023 | 01/2024 |
| Unemployed | Honolulu | HI | 06/2021 | 01/2022 |
| Mission Financial Group, Llc | Honolulu | HI | 02/2024 | Present |
| Charles Schwab & Co., Inc. | Honolulu | HI | 06/2016 | 06/2021 |
SECURE YIELD LLC POSITION: General Partner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 415 South St Apt 3204, Honolulu HI 96813, United States DESCRIPTION: I was responsible for the business development for real estate investment purposes. As well as evaluation of real estate projects. MISSION FINANCIAL GROUP LLC POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/18/2024 ADDRESS: 1240 Ala Moana Blvd., Suite 530, Honolulu HI 96814, United States DESCRIPTION: Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-05 |
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