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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2023-07-19 |
Branch Locations
1003 Bishop Street Pauahi Tower, Suite 1450, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Honolulu Community College | Honolulu | HI | 01/2011 | 05/2020 |
| Ohana Pacific Management Company | Kaneohe | HI | 08/2015 | 04/2017 |
| Unemployed | Waipahu | HI | 05/2017 | 06/2017 |
| Forward Realty | Honolulu | HI | 06/2017 | 12/2019 |
| University Of Hawaii West Oahu | Kapolei | HI | 01/2020 | 05/2020 |
| Unemployed | Waipahu | HI | 05/2020 | 12/2020 |
| First Hawaiian Bank | Honolulu | HI | 01/2021 | 03/2023 |
| Unemployed | Waipahu | HI | 03/2023 | 07/2023 |
| Equitable Advisors, Llc | New York | NY | 07/2023 | Present |
Member No responsibilities or designated role - invitations to FPA events and meetings; Financial Planning Association; Start Date; 09/06/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-16 |
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