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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission Trails Financial | San Diego | CA | 09/2015 | 03/2025 |
| Hawaii Financial Marketplace | Lahaina | HI | 08/2011 | 12/2016 |
| Ashton Stewart & Co., Inc. | New York | NY | 08/2014 | 12/2016 |
| Maui Paradise Properties Llc | Lahaina | HI | 08/2012 | Present |
| Pohaku Kai Consulting Llc | Lahaina | HI | 01/2008 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2025 | Present |
Maui Paradise Properties; 151 Kupuohi St, Lahaina HI 96761 -Real Estate Management - LLC - Managing Partner - Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-21 |
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