Lisa Miyako Sakai

Current Employers

Employment History

• 09/2012 → 01/2021
  Signature Resources Capital Managment, Llc
  Irvine, CA
• 10/2014 → 01/2021
  Massmutual Life Insurance Company
  Irvine, CA
• 11/2014 → 01/2021
  Mml Investors Services Llc
  Irvine, CA
• 01/2021 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2012-11-12 → 2021-01-29
  Signature Resources Capital Management, Llc
  Newport Beach, CA

Other Businesses

1. 01/4/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/01/2020- 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC. 2. 04/18/2022 - SCORE - MENTOR - NON-INV RELATED - AT REPORTED LOCATION(S) - 10 HOURS PER MONTH/10 HOURS PER SECURITIES TRADING 3. 10/1/2021 - ONE VISION RETIREMENT ADVISORS PLLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/1/2021 - 1 Hour Per Month During Securities Trading. 4. 1/11/2021 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: ONE VISION RETIREMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 1/11/2021 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 5. 4/25/2024 - SPEAKING ENGAGEMENTS - NON-INV RELATED - AT REPORTED LOCATION(S) - STARTED 4/25/2024 - LESS THAN 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-17
• S63 Uniform Securities Agent State Law Examination
  2012-02-21