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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-08-04 |
Branch Locations
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
1003 Bishop Street Suite 1820, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kobo Wealth Conservancy | Honolulu | HI | 12/2017 | Present |
| Nk Management | Honolulu | HI | 06/2015 | 11/2016 |
| University Of Hawaii At Manoa | Honolulu | HI | 12/2016 | 08/2017 |
| University Of Hawaii At Manoa | Honolulu | HI | 08/2017 | 12/2017 |
| Shuster Advisory Group, Llc | Pasadena | CA | 03/2022 | 08/2025 |
| Pan Pacific Partners, Llc | Honolulu | HI | 08/2019 | Present |
| Ashton Thomas Private Wealth, Llc | Scottsdale | AZ | 08/2025 | Present |
1) ORG NAME: Kobo Wealth Conservancy, LLC| INVST REL: Yes | ORG ADDR: Honolulu, HI| NATURE OF BUS: Registered Investment Advisor| TITLE: Analyst, IAR |START DT: 12/2017 |TOTAL HRS P/M: 160 | SEC TRDNG HRS P/M: 20 | DUTIES: Portfolio Management And Client Services 2) ORG NAME: Pan Pacific Partners, LLC | INVST REL: Yes | ORG ADDR: Honolulu, HI| NATURE OF BUS: Trust Services | TITLE: Analyst | START DT: 08/2019 |TOTAL HRS P/M: 1| SEC TRDNG HRS P/M: 0| DUTIES: Client Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-13 |
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