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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED_RES | 2025-04-16 |
Branch Locations
173 Hoohana Street Suite 202, Kahului, HI 96732 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Kahului | HI | 04/2016 | Present |
| Principal Securities Inc | Kahului | HI | 04/2016 | 04/2025 |
| Maui Financial Group | Kahului | HI | 01/2019 | Present |
| Osaic Wealth, Inc. | Kahului | HI | 04/2025 | Present |
1. Fixed Insurance; Investment Related; Life, Annuities, LTC, DI; Sales; Start Date: 07/02/2018; 160 hrs per month; 160 during trading hours. 2. MAUI FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2024 ADDRESS: 173 Hoohana St, Suite 202, Kahului HI 96732, United States DESCRIPTION: Meeting with clients and offering investment guidance. Setting up brokerage, managed, annuity, and life insurance accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-21 |
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