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Current Employers
Island Wealth Management

500 Ala Moana Boulevard Suite #7-501, Honolulu, HI 96813 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2021-03-29
  • HI RA
    APPROVED
    Since 2021-03-29

Branch Locations

500 Ala Moana Boulevard Suite #7-501, Honolulu, HI 96813 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2018-07-13
  • HI RA
    APPROVED
    Since 2018-07-13

Branch Locations

500 Ala Moana Blvd Ste 501 Seven Waterfront Plaza, Honolulu, HI 96813 • United States

Honolulu, HI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Punahou School Honolulu HI 04/2013 12/2016
Media 3 New York NY 07/2017 12/2017
Rising Summit, Llc Honolulu HI 06/2014 08/2020
Island Wealth Management Honolulu HI 07/2015 Present
New York University New York NY 09/2015 05/2018
Lpl Financial, Llc Honolulu HI 07/2018 Present
Media 3 New York NY 07/2017 01/2020
Island Wealth Management (Takemayu Llc / Fka:ISland Wealth Llc) Honolulu HI 03/2021 Present
  • 04/2013 → 12/2016
    Punahou School
    Honolulu, HI
  • 07/2017 → 12/2017
    Media 3
    New York, NY
  • 06/2014 → 08/2020
    Rising Summit, Llc
    Honolulu, HI
  • 07/2015 → Present
    Honolulu, HI
  • 09/2015 → 05/2018
    New York University
    New York, NY
  • 07/2018 → Present
    Honolulu, HI
  • 07/2017 → 01/2020
    Media 3
    New York, NY
  • 03/2021 → Present
    Island Wealth Management (Takemayu Llc / Fka:ISland Wealth Llc)
    Honolulu, HI
Other Businesses

1. 4/5/2023 - Island Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date - 05/01/2021 - 20 Hours Per Month/20 Hours During Securities Trading - I provide financial planning and consulting services through Island Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 2. 09/13/2023 - Island Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date -07/01/2015 - 160 Hours Per Month 40 Hours During Trading 3. 06/15/2026 - Troy Enoka - Artist/ Musician - Not Investment Related - Honolulu, HI - Start Date 06/01/2026 - 4 hours per month/ 0 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-10-26
S65 Uniform Investment Adviser Law Examination 2017-07-19
  • S63 Uniform Securities Agent State Law Examination
    2018-10-26
  • S65 Uniform Investment Adviser Law Examination
    2017-07-19
Designations

View on SEC IAPD

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