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Current Employers
Island Wealth Management

500 Ala Moana Boulevard Suite #7-501, Honolulu, HI 96813 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-02-17
  • HI RA
    APPROVED
    Since 2026-02-17

Branch Locations

500 Ala Moana Boulevard Suite #7-501, Honolulu, HI 96813 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2023-12-20
  • HI RA
    APPROVED
    Since 2023-12-20

Branch Locations

500 Ala Moana Blvd Ste 501 Seven Waterfront Plaza, Honolulu, HI 96813 • 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
Mid-Pacific Institute Honolulu HI 03/2020 05/2022
Tenkaippin Ramen Honolulu HI 06/2019 09/2020
N/A Honolulu HI 08/2006 05/2023
Iolani School Honolulu HI 01/2023 Present
Katsu Midori Sushi Honolulu HI 05/2021 01/2025
Lpl Financial Llc Honolulu HI 10/2023 Present
Lpl Financial Honolulu HI 06/2021 07/2021
Student Honolulu HI 05/2015 05/2023
Island Wealth Management Honolulu HI 02/2026 Present
  • 03/2020 → 05/2022
    Mid-Pacific Institute
    Honolulu, HI
  • 06/2019 → 09/2020
    Tenkaippin Ramen
    Honolulu, HI
  • 08/2006 → 05/2023
    N/A
    Honolulu, HI
  • 01/2023 → Present
    Iolani School
    Honolulu, HI
  • 05/2021 → 01/2025
    Katsu Midori Sushi
    Honolulu, HI
  • 10/2023 → Present
    Honolulu, HI
  • 06/2021 → 07/2021
    Lpl Financial
    Honolulu, HI
  • 05/2015 → 05/2023
    Student
    Honolulu, HI
  • 02/2026 → Present
    Honolulu, HI
Other Businesses

1. 01/13/2025- Iolani school- Outside/W-2 Employment- Not Investment Related- At Honolulu, Hi- Start date 01/01/2023- 40 Hrs/Mth - 0 Hrs During Trading 2. 10/03/2025 - Island Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business location(s) - Start date: 10/3/2025 - 160 Hrs/Mth - 60 Hrs During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-19
  • S66 Uniform Combined State Law Examination
    2023-12-19
Designations

View on SEC IAPD

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