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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-24 |
| HI | RA | APPROVED | 2017-06-01 |
Branch Locations
1111 South Beretania Street, Honolulu, HI 96814 • United States
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 |
|---|---|---|---|---|
| First Hawaiian Bank | Honolulu | HI | 08/2002 | Present |
| Bancwest Investment Services, Inc. | Saint Cloud | MN | 08/2002 | 05/2017 |
| Raymond James Financial Services, Inc | Honolulu | HI | 05/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Honolulu | HI | 06/2017 | Present |
| First Hawaiian Advisors Dba | Honolulu | HI | 05/2017 | Present |
| First Hawaiian Bank | Honolulu | HI | 08/2002 | Present |
(1)Name of Business: First Hawaiian Advisors DBA Address: 1111 S. Beretania Street, Honolulu, HI, 96814, 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: Providing financial services and products, retirement and financial planning. (2)Name of Business: First Hawaiian Bank Address: 1111 S. Beretania Street, Honolulu, HI, 96814, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/08/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide life insurance products not available through RJ and client types not accepted by RJ. (3)Name of Business: Samantha Lau Address: 2460 Rooke Ave, Honolulu, HI, 96814, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-27 |
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