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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-07 |
| WI | RA | APPROVED | 2026-06-25 |
| FL | RA | APPROVED | 2026-02-23 |
| VA | RA | APPROVED | 2025-08-05 |
| NV | RA | APPROVED | 2025-08-04 |
| NJ | RA | APPROVED | 2025-07-24 |
| MT | RA | APPROVED | 2025-07-23 |
| IN | RA | APPROVED | 2024-12-16 |
| OK | RA | APPROVED | 2024-07-08 |
| CO | RA | APPROVED | 2023-11-15 |
| ID | RA | APPROVED | 2023-06-21 |
| CA | RA | APPROVED | 2023-01-04 |
| TX | RA | APPROVED | 2022-07-19 |
| AZ | RA | APPROVED | 2021-06-17 |
| WA | RA | APPROVED | 2021-01-20 |
| OH | RA | APPROVED | 2020-09-24 |
| HI | RA | APPROVED | 2020-09-02 |
Branch Locations
355 Hukilike Street Suite 204, Kahului, HI 96732 • United States
Kihei, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westpac Wealth Partners | Honolulu | HI | 03/2020 | 07/2020 |
| Self | Kihei | HI | 01/2018 | 02/2020 |
| Microman, Inc | Dublin | OH | 07/2004 | 12/2017 |
| Guardian Life Insurance Company | Honolulu | HI | 05/2020 | 05/2022 |
| Park Avenue Securities | Honolulu | HI | 05/2020 | 05/2022 |
| Guardian Life Insurance Company | Kahului | HI | 05/2022 | Present |
| Park Avenue Securities | Kahului | HI | 05/2022 | Present |
| Guardian Life Insurance Company | Kihei | HI | 06/2024 | Present |
| Guardian Life Insurance Company | Kihei | HI | 06/2024 | Present |
1) Rental Property-residential real estate that has rental income from units on the property. Start date: 09/01/2020 Address: 494 Kumulani Dr Kihei, HI 96753 4 total hours per month, 0 during securities trading hours Investment related More than 10% annual compensation, 2) Investment Condo, S. Kihei Rd, Start; 07/21/2024 Address: 2777 S. Kihei Rd. L107, Kihei, HI 96753, 5 total hours per month, 0 during securities trading hours, Investment related, More than 10% annual compensation, 3) MK L107 LLC, created to handle income and expenses for Condo S. Kihei Rd., Start: 08/01/2024 Address: 2777 S. Kihei Rd. L107, Kihei, HI 96753, 1 total hours per month, 0 during securities trading hours, Investment related, <10% annual compensation, 4) Insurance outside of Guardian, Start: 9/30/2025, Address: 355 Hukilike St Suite 204 Kahului HI 96753, 2 total hours per month, 0 during securities trading hours, Investment related, <10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-21 |
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