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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-04-12 |
Branch Locations
1163 S. Beretania Street, Honolulu, HI 96814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cookie Corner Hawaii | Honolulu | HI | 09/2013 | 09/2016 |
| European Wax Center | Honolulu | HI | 10/2016 | 04/2018 |
| Central Pacific Bank | Honolulu | HI | 05/2018 | 09/2021 |
| Lpl Financial Llc | Honolulu | HI | 08/2019 | 03/2024 |
| Osaic Wealth Inc | Honolulu | HI | 04/2024 | Present |
1. DOE - KALANI HIGH SCHOOL POSITION: Head Varsity Coach NATURE: School - Nonprofit INVESTMENT RELATED: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 4680 Kalanianaole Hwy, Honolulu HI 96821 DESCRIPTION: Coach minors on how to play volleyball at a competitive level. 2. JMAC WEALTH MANAGEMENT POSITION: Operations Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 60 START DATE: 03/31/2024 ADDRESS: 1163 South Beretania Street, Honolulu HI 96814 DESCRIPTION: I answer phone calls and respond to client requests either over the phone or via email. I assist my advisor in preparing forms, processing forms, and following up on the status of the requests submitted. I order supplies and submit marketing materials for approval. 3. AK NOTARY SERVICES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2025 ADDRESS: 307 Kekupua Place, Honolulu HI 96825 DESCRIPTION: Witness and authenticate signatures on legal documents, ensuring they are genuine and legally binding. I travel to meet with clients at their desired location after work hours. DOE - KALANI HIGH SCHOOL POSITION: Head Varsity Coach NATURE: School - Nonprofit INVESTMENT RELATED: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 4680 Kalanianaole Hwy, Honolulu HI 96821, United States DESCRIPTION: Coach minors on how to play volleyball at a competitive level.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-27 |
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