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500 Ala Moana Boulevard Suite #7-501, Honolulu, HI 96813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2021-03-29 |
Branch Locations
500 Ala Moana Boulevard Suite #7-501, Honolulu, HI 96813 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2018-07-13 |
Branch Locations
500 Ala Moana Blvd Ste 501 Seven Waterfront Plaza, Honolulu, HI 96813 • United States
Honolulu, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-26 |
| S65 | Uniform Investment Adviser Law Examination | 2017-07-19 |
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