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1099 Alakea Street Suite 2510, Honolulu, HI 96813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-15 |
Branch Locations
1304 Santa Rosa Street, San Luis Obispo, CA 93401 • United States
1099 Alakea Street Suite 2510, Honolulu, HI 96813 • United States
1099 Alakea St. Suite 2510, Honolulu, HI 96813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-15 |
Branch Locations
1099 Alakea St. Suite 2510, Honolulu, HI 96813 • United States
1304 Santa Rosa Street, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Palms Golf Club | La Quinta | CA | 11/2016 | 08/2018 |
| San Luis Obispo Country Club | San Luis Obispo | CA | 09/2018 | 05/2021 |
| Ubs Financial Services | Walnut Creek | CA | 05/2021 | 11/2022 |
| Full Time Student | La Quinta | CA | 09/2003 | 06/2017 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2017 | 03/2021 |
| Domus Capital Group | Avila Beach | CA | 07/2019 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Luis Obispo | CA | 12/2022 | 12/2023 |
| Bank Of America, N.A. | San Luis Obispo | CA | 01/2023 | 12/2023 |
| The Rice Partnership, Llc | San Luis Obispo | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
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