Danielle Lum

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-12
HI	RA	APPROVED	2025-08-07

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Edward Jones	St Louis	MO	03/2019	12/2019
American Carpet One	Honolulu	HI	08/2017	02/2019
Infinity Life Center	Honolulu	HI	02/2016	07/2017
Element Development Inc.	Honolulu	HI	11/2014	06/2017
Raymond James Financial Services, Inc.	Honolulu	HI	03/2020	11/2023
Raymond James Financial Services Advisors, Inc.	Honolulu	HI	03/2020	11/2023
First Hawaiian Bank	Honolulu	HI	03/2020	11/2023
First Hawaiian Advisors Support Company/Dba (Non-Owner)	Honolulu	HI	03/2020	11/2023
Bankoh Investment Services, Inc.	Honolulu	HI	11/2023	Present
Cetera Investment Services Llc	St Cloud	MN	08/2025	Present
Cetera Investment Advisers Llc	Honolulu	HI	08/2025	Present

03/2019 → 12/2019

Edward Jones

St Louis, MO
08/2017 → 02/2019

American Carpet One

Honolulu, HI
02/2016 → 07/2017

Infinity Life Center

Honolulu, HI
11/2014 → 06/2017

Element Development Inc.

Honolulu, HI
03/2020 → 11/2023

Raymond James Financial Services, Inc.

Honolulu, HI
03/2020 → 11/2023

Raymond James Financial Services Advisors, Inc.

Honolulu, HI
03/2020 → 11/2023

First Hawaiian Bank

Honolulu, HI
03/2020 → 11/2023

First Hawaiian Advisors Support Company/Dba (Non-Owner)

Honolulu, HI
11/2023 → Present

Bankoh Investment Services, Inc.

Honolulu, HI
08/2025 → Present

Cetera Investment Services Llc

St Cloud, MN
08/2025 → Present

Cetera Investment Advisers Llc

Honolulu, HI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-04