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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-22 |
| HI | RA | APPROVED | 2017-05-24 |
Branch Locations
74-5593 Palani Road, Kailua-Kona, HI 96740 • United States
1205 Kilauea Avenue, Hilo, HI 96720 • United States
Kealakekua, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Kailua Kona | HI | 05/2016 | 05/2017 |
| Raymond James Financial Services, Inc. | Kailua-Kona | HI | 05/2017 | Present |
| First Hawaiian Bank | Kailua-Kona | HI | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Kailua-Kona | HI | 05/2017 | Present |
(1)Name of Business: 6306 Apollo Beach LLC Address: 81-487 Piialii Way, Kealakekua, HI, 96750, United States Activity Type: Rental Real Estate Position/Title: Agent Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Act as Manager of LLC to facilitate leases, collection of rents, and payment of expenses. (2)Name of Business: First Hawaiian Advisors Address: 1205 Kilauea Ave, Hilo, HI, 96720, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/03/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sales and service of financial products (3)Name of Business: Island Links Hawaii LLC Address: 76-6274 Uuku Pl, Kailua Kona, HI, 96740, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/31/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Golf travel and instruction. Coordinate golf themed travel experiences and provide instruction on the golf swing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-22 |
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