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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-01 |
| HI | RA | APPROVED | 2023-04-28 |
Branch Locations
1585 Kapiolani Blvd Ste 1304, Honolulu, HI 96814-4523 • United States
Honolulu, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Honolulu | HI | 10/2015 | 04/2023 |
| Central Pacific Bank | Honolulu | HI | 06/2014 | 04/2023 |
| Ameriprise Financial Services, Llc | Honolulu | HI | 04/2023 | Present |
Independent Insurance Brokering; United Health Care; 09/11/2024; Medicare Supplement, Health / Humana; 09/07/2024; Medicare Supplement, Health / Devoted; 09/11/2024; Medicare Supplement, Health / Wellcare; 09/26/2024; Medicare Supplement, Health / New York Life; 05/05/2025; Universal Life, Whole Life, Term Life. Business Ownership; DAE Group LLC; Owner; This is a LLC to receive direct payments from medicare sales business.; 2562 Alaula Way, , Honolulu, HI, 96822; Not Investment-Related; 02/03/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-03 |
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