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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-27 |
| NJ | RA | APPROVED | 2026-01-27 |
| MT | RA | APPROVED | 2025-07-09 |
| NC | RA | APPROVED | 2025-04-25 |
| NH | RA | APPROVED | 2024-12-04 |
| MI | RA | APPROVED | 2024-01-05 |
| GA | RA | APPROVED | 2023-04-17 |
| KY | RA | APPROVED | 2022-07-13 |
| VA | RA | APPROVED | 2021-12-13 |
| SC | RA | APPROVED | 2021-10-28 |
| ID | RA | APPROVED | 2021-07-06 |
| NY | RA | APPROVED | 2021-04-10 |
| OR | RA | APPROVED | 2021-02-25 |
| CO | RA | APPROVED | 2020-09-15 |
| MN | RA | APPROVED | 2020-08-04 |
| UT | RA | APPROVED | 2020-05-26 |
| MA | RA | APPROVED | 2019-11-21 |
| NV | RA | APPROVED | 2018-07-30 |
| FL | RA | APPROVED | 2018-07-20 |
| PA | RA | APPROVED | 2018-07-11 |
| AZ | RA | APPROVED | 2018-07-10 |
| TX | RA | APPROVED_RES | 2018-07-10 |
| WA | RA | APPROVED | 2018-07-10 |
| CA | RA | APPROVED | 2018-06-29 |
| HI | RA | APPROVED | 2018-06-29 |
Branch Locations
500 Ala Moana Blvd Suite 3-400, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | San Diego | CA | 02/2014 | 04/2018 |
| Foresters Advisory Services | San Diego | CA | 08/2015 | 06/2018 |
| Foresters Financial Services | San Diego | CA | 06/2018 | 06/2018 |
| Guardian Life Insurance Co Of America | Honolulu | HI | 06/2018 | Present |
| Park Avenue Securities | Honolulu | HI | 06/2018 | Present |
1) Richard T. Blount Educational Foundation, Inc.-Board Member, Start date: 02/25/2019, Address: 1177 Queen Street #4302 Honolulu, HI 96814, 1 total hour per month, 0 during securities trading hours, Not investment related, No annual compensation, 2) NAIFA - Hawaii-Board Member, Start date: 02/25/2019, Address: 516 Kawaihae St # E, Honolulu, HI 96825, 4 total hours per month, 2 during securities trading hours, Not investment related, No annual compensation, 3) Make-A-Wish Hawaii - Young Leaders Board, Start date: 09/01/2020, Address: 223 S King St #100, Honolulu, HI 96813, 2 total hours per month, 1 during securities trading hours, Not investment related, No annual compensation, 4) Protective Life- Insurance Agent, Start date: 10/13/2020, Address: 500 Ala Moana Blvd Suite 3-400, Mailbox 124, Honolulu, HI 96813 2 total hours per month, 2 during securities trading hours, Less than 10% annual compensation, Investment related, 5) Friends of the University of Hawaii Cancer Center, President of the Board, Start: 02/01/2021, Address: PO Box 61962, Honolulu, HI 96839, 1 total hour per month, 1 during securities trading hours, No annual compensation, Not investment related, 6) Insurance Outside of Guardian, Start: 10/1/2025, Address: 500 Ala Moana Blvd Suite 3-400 Honolulu, HI 96813, 4 total hours per month, 2 during securities trading hours, <10% annual compensation, Investment related, 7) REHAB Hospital of the Pacific Foundation Board-Board Member, Nature of Business: independent Inpatient Rehabilitation Facility board, Start date: 039/01/2026, Address: 226 N Kuakini St, Honolulu, HI 96817, Duties: attend 4 Board meetings a year. Actively participate in discussions and activities of the Foundation, 1 total hours per month; 1 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-06 |
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