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Current Employers
Hui Malama Financial Advisors Llc

Waianae, HI • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2019-06-27
  • HI RA
    APPROVED
    Since 2019-06-27

Branch Locations

Waianae, HI • 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
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
  • 09/2015 → Present
    Ekolu Tax & Consulting, Pllc
    Waianae, HI
  • 03/2017 → 12/2020
    Idaloha Inc.
    Boise, ID
  • 07/2018 → Present
    Hui Malama Life And Financial Coaching, Llc
    Waianae, HI
  • 07/2018 → Present
    Hui Malama Tax & Accounting, Llc
    Waianae, HI
  • 07/2018 → Present
    Waianae, HI
  • 10/2018 → 12/2021
    Hi Demand Transport Services, Llp
    Honolulu, HI
  • 06/2021 → Present
    Navy Hale Keiki School
    Honolulu, HI
  • 01/2019 → 05/2021
    Byu-Hawaii
    Laie, HI
  • 06/2024 → Present
    Nsb Property Management
    Waianae, HI
Other Businesses

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

Designations

View on SEC IAPD

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