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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-04-12
  • HI RA
    APPROVED
    Since 2024-04-12

Branch Locations

1163 S. Beretania Street, Honolulu, HI 96814 • 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
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
  • 09/2013 → 09/2016
    Cookie Corner Hawaii
    Honolulu, HI
  • 10/2016 → 04/2018
    European Wax Center
    Honolulu, HI
  • 05/2018 → 09/2021
    Central Pacific Bank
    Honolulu, HI
  • 08/2019 → 03/2024
    Honolulu, HI
  • 04/2024 → Present
    Honolulu, HI
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-27
  • S66 Uniform Combined State Law Examination
    2023-11-27

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