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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2017-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services, Inc | Honolulu | HI | 06/2014 | 05/2017 |
| Raymond James Financial Services, Inc. | Honolulu | HI | 05/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Honolulu | HI | 05/2017 | Present |
| First Hawaiian Bank | Honolulu | HI | 02/2013 | Present |
| First Hawaiian Advisors Dba | Honolulu | HI | 05/2017 | Present |
(1)Name of Business: First Hawaiian Advisors DBA Address: 2411 S. King Street, Honolulu, HI, 96826, 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: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Advisor (2)Name of Business: First Hawaiian Bank Address: 2411 S. King Street, Honolulu, HI, 96826, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/19/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Senior Wealth Advisor (3)Name of Business: Subway Address: 1778 Ala Moana Blvd UL-6C, Honolulu, HI, 96815, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/12/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Administrative - I will not actively be working in the businesses day to day operations. (4)Name of Business: Yunbuja LLC - DBA - Subway Sandwiches Address: 46-056 Kamehameha Hwy, Kaneohe, HI, 96744, United States Activity Type: Business Owner Position/Title: Partner, Officer - Secretary Investment Related: No Start Date: 08/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Administrative - I will not actively be working in the businesses day to day operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-23 |
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