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Kimberly Ireijo

Cetera Investment Advisers LLC

Kapolei, HI

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-03-28
  • HI RA
    APPROVED
    Since 2024-03-28

Branch Locations

91-590 Farrington Hwy. #140, Kapolei, HI 96707 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankoh Investment Services, Inc. Honolulu HI 09/2014 06/2018
Raymond James Financial Servcies, Inc Honolulu HI 06/2018 02/2019
Raymond James Financial Services Advisor, Inc Honolulu HI 06/2018 02/2019
First Hawaiian Bank Honolulu HI 06/2018 02/2019
Cuso Financial Services, Lp San Diego CA 02/2019 03/2024
Hawaii State Federal Credit Union Honolulu HI 02/2019 Present
Cetera Investment Services Llc St Cloud MN 03/2024 Present
Cetera Investment Advisers Llc Kapolei HI 03/2024 Present
  • 09/2014 → 06/2018
    Bankoh Investment Services, Inc.
    Honolulu, HI
  • 06/2018 → 02/2019
    Raymond James Financial Servcies, Inc
    Honolulu, HI
  • 06/2018 → 02/2019
    Raymond James Financial Services Advisor, Inc
    Honolulu, HI
  • 06/2018 → 02/2019
    First Hawaiian Bank
    Honolulu, HI
  • 02/2019 → 03/2024
    Cuso Financial Services, Lp
    San Diego, CA
  • 02/2019 → Present
    Hawaii State Federal Credit Union
    Honolulu, HI
  • 03/2024 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 03/2024 → Present
    Cetera Investment Advisers Llc
    Kapolei, HI
Previous Registrations
  • 2019-02-19 → 2024-03-28
    Cuso Financial Services, L.P.
    San Diego, CA
    Mililani, HI
    Kapolei, HI
    Ewa Beach, HI
  • 2018-06-21 → 2019-02-20
    Raymond James Financial Services Advisors, Inc
    Honolulu, HI
    Honolulu, HI
    Honolulu, HI
    Honolulu, HI
  • 2014-08-13 → 2018-06-21
    Bankoh Investment Services, Inc.
    Honolulu, HI
    Kapolei, HI
    Honolulu, HI
    Kaneohe, HI
    Kailua, HI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-12
S63 Uniform Securities Agent State Law Examination 2006-02-06
  • S65 Uniform Investment Adviser Law Examination
    2014-08-12
  • S63 Uniform Securities Agent State Law Examination
    2006-02-06
Other Names
  • Kimberly Lynn Ireijo
  • Kimberly Lynn Weitzel
  • Kimberly Lynn Weitzel
  • Kimberly Ireijo Weitzel
  • Kimberly I Weitzel

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
BANKERS LIFE ADVISORY SERVICES, INC.
PLANMEMBER SECURITIES CORPORATION

Other Investors

Kevin M O'Keefe
Claudia Elizabeth Moreno
Gary Ka Wai Yu
Matthew J Wong
Michael Lewis Vanderhoff
MARKK HULAND MIDDLETON
RAYNA TOYAMA
Alexander David Johnson

Other Offices

EDWARD JONES · KAPOLEI, HI
BUCK WEALTH STRATEGIES, LLC · KAPOLEI, HI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Kapolei, HI
LPL FINANCIAL LLC · KAPOLEI, HI
STATE FARM INVESTMENT MANAGEMENT CORP. · Kapolei, HI
STATE FARM INVESTMENT MANAGEMENT CORP. · Ewa Beach, HI
CETERA INVESTMENT ADVISERS LLC · EWA BEACH, HI
CETERA INVESTMENT ADVISERS LLC · EWA BEACH, HI

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