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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-07 |
| HI | RA | APPROVED | 2019-02-08 |
Branch Locations
1163 S. Beretania Street, Honolulu, HI 96814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Honolulu | HI | 07/2016 | 08/2018 |
| Mml Investors Services, Llc | Honolulu | HI | 08/2018 | 01/2019 |
| Osaic Wealth, Inc. | Honolulu | HI | 02/2019 | Present |
1) SMART ASSETS OF HAWAII POSITION: Financial Advisor NATURE: S-Corp (trade name) INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 80 START DATE: 02/04/2021 ADDRESS: 1163 S Beretania St, Honolulu HI 96814, United States DESCRIPTION: Financial Advisory, Insurance, Investments 2) SPECIAL NEEDS HAWAII POSITION: Financial Advisor NATURE: S-Corporation (trade name) INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 80 START DATE: 02/04/2021 ADDRESS: 1163 S Beretania St, Honolulu HI 96814, United States DESCRIPTION: Financial Advisory, Insurance, Investments 3) DANE SAKO PLAYTESTER POSITION: Playtester NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 46-186 Nahiku St, Kaneohe HI 96744, United States DESCRIPTION: Play video games in the development stage and provide feedback to the game developer. Services provided by Playtest Cloud. 4) DANE SAKO SURVEY TAKER POSITION: Survey Taker NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/12/2026 ADDRESS: 1163 S Beretania St, Honolulu HI 96814, United States DESCRIPTION: Take surveys and provide feedback on various topics from market research companies. This can include perceptions of different investment product providers as a financial advisor, different types of investment funds, etc. 5) TELIC FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Sole Proprietorship (trade name) INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 08/08/2026 ADDRESS: 1163 S Beretania St, Honolulu HI 96814, United States DESCRIPTION: Financial Advisory, Insurance, Investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-14 |
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