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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-20 |
| HI | RA | APPROVED | 2025-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Inc | Renton | WA | 10/2015 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 10/2017 | 09/2021 |
| Bank Of America, N.A. | Seattle | WA | 10/2017 | 09/2021 |
| Charles Schwab & Co., Inc. | Honolulu | HI | 09/2021 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Honolulu, | HI | 09/2022 | 06/2024 |
| Bank Of America, N.A | Honolulu | HI | 09/2022 | 06/2024 |
| Wind Information Hong Kong | Hong Kong | 07/2024 | 02/2025 | |
| Unemployed | Honolulu | 03/2025 | 07/2025 | |
| Bank Of Hawaii | Honolulu | HI | 08/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 08/2025 | Present |
| Cetera Investment Advisers Llc | Honolulu | HI | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-06 |
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