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Waianae, HI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2019-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ekolu Tax & Consulting, Pllc | Waianae | HI | 09/2015 | Present |
| Idaloha Inc. | Boise | ID | 03/2017 | 12/2020 |
| Hui Malama Life And Financial Coaching, Llc | Waianae | HI | 07/2018 | Present |
| Hui Malama Tax & Accounting, Llc | Waianae | HI | 07/2018 | Present |
| Hui Malama Financial Advisors, Llc | Waianae | HI | 07/2018 | Present |
| Hi Demand Transport Services, Llp | Honolulu | HI | 10/2018 | 12/2021 |
| Navy Hale Keiki School | Honolulu | HI | 06/2021 | Present |
| Byu-Hawaii | Laie | HI | 01/2019 | 05/2021 |
| Nsb Property Management | Waianae | HI | 06/2024 | Present |
Business Name: Hui Malama Advisors LLC Is it investment related? No Address: 84-670 Upena St, Waianae, HI 96792 Nature of the Business: Holding Company Start Date of Relationship: 07/27/2018 Position/Title: CEO Number of hours per month: 2 hours Number of Hours During Securities Trading Hours: 0 hours Duties: Passive management review Business Name: Hui Malama Tax and Accounting LLC Is it investment related? No Address: 84-670 Upena St, Waianae, HI 96792 Nature of the Business: CPA Firm Start Date of Relationship: 07/27/2018 Position/Title: CEO Number of hours per month: 40 hours Number of Hours During Securities Trading Hours per month: 10 hours Duties: Tax preparation, accounting, and virtual cfo services Business Name: Hui Malama Life and Financial Coaching LLC Is it investment related? No Address: 84-670 Upena St, Waianae, HI 96792 Nature of the Business: Life, Financial, and Executive Coaching Start Date of Relationship: 07/27/2018 Position/Title: CFO Number of hours per month: 2 hours Number of Hours During Securities Trading Hours per month: 0 hours Duties: Tax preparation, accounting, and virtual cfo services Business Name: Hui Malama Psychological Services LLC Is it investment related? No Address: 84-670 Upena St, Waianae, HI 96792 Nature of the Business: Life, Financial, and Executive Coaching Start Date of Relationship: 01/01/2022 Position/Title: CFO Number of hours per month: 2 hours Number of Hours During Securities Trading Hours per month: 0 hours Duties: Tax preparation, accounting, and virtual cfo services Business Name: Navy Hale Keiki School Is it investment related? No Address: 153 Bougainville Dr, Honolulu, HI 96818 Nature of the Business: Private Elementry School Start Date of Relationship: 06/01/2021 Position/Title: CFO Number of hours per month: 173.33 hours Number of Hours During Securities Trading Hours per month: 80 hours Duties: Accounting Business name: NSB Properties LLC Is it investment related? No Address: 84-670 Upena St, Waianae, HI 96792 Nature of the Business: Real Estate Start Date of Relationship: 06/01/2024 Position/ Title: Member/ CFO Number of hours per month: 2 hours Number of hours during securities trading hours per month: 0 hours Duties: Part-Owner, Financial Review
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