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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED | 2025-03-14 |
Branch Locations
733 Bishop Street Suite 2800, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Bridge Wealth Resources | Honolulu | HI | 08/2016 | 12/2018 |
| First Hawaiian Bank | Honolulu | HI | 01/2019 | 03/2025 |
| Raymond James Financial Services, Inc. | Honolulu | HI | 04/2019 | 03/2025 |
| First Hawaiian Advisors Dba | Honolulu | HI | 01/2019 | 03/2025 |
| Morgan Stanley Smith Barney Llc | Honolulu | HI | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-16 |
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