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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Honolulu | HI | 07/2019 | 10/2020 |
| Bentley University | Waltham | MA | 09/2016 | 06/2019 |
| First Hawaiian Bank | Honolulu | HI | 11/2019 | 10/2020 |
| Morgan Stanley | Honolulu | HI | 10/2020 | 04/2024 |
| American Savings Bank | Honolulu | HI | 04/2024 | 01/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2024 | 01/2025 |
| Cetera Investment Advisers Llc | Honolulu | HI | 04/2024 | 01/2025 |
| Dfpg Investments, Llc | Sandy | UT | 01/2025 | 04/2025 |
| Diversify Advisory Services | Sandy | UT | 01/2025 | 04/2025 |
| Shiraishi Financial Group Advisors | Honolulu | HI | 05/2025 | 04/2026 |
| Sfg, Ltd. | Honolulu | HI | 05/2025 | 04/2026 |
| Independent Financial Group, Llc | Honolulu | HI | 05/2025 | 04/2026 |
| Lpl Financial | Honolulu | HI | 05/2026 | Present |
| Central Pacific Bank | Honolulu | HI | 05/2026 | Present |
1.05/04/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Central Pacific Investment Services; Investment Related; at Reported Business Location(s); Start Date 05/04/2026; 160hrs/mth; 40hrs during trading 2.08/11/2026; The Agency Oahu; Mortgage/Real Estate Services; Not Investment Related; Honolulu,HI; Start Date 08/01/2026; 15hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-18 |
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