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Wailuku, HI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-01-02 |
| AK | RA | APPROVED | 2011-11-25 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifelong Investment Advisors, Llc | Anchorage | AK | 11/2011 | Present |
| Licensed As Individual Agent | Anchorage | AK | 05/2009 | Present |
ERIC AND HIS WIFE ARE LANDLORDS AND RECIEVE RENTAL INCOME FROM THEIR PROPERTY IN MAUI, HAWAII. THE BUSINESS IN NOT INVESTMENT RELATED. ERIC'S WIFE, GENEVIEVE LEE, RUNS THIS BUSINESS. ERIC SPENDS LESS THAN AN HOUR PER MONTH ON THIS BUSINESS. ZERO HOURS PER MONTH ARE DEVOTED TO THIS BUSINESS DURING TRADING HOURS. LICENSED AS AN INDIVIDUAL INSURANCE AGENT, HOME ADDRESS IS MY BUSINESS ADDRESS, SELL LIFE INSURANCE, LONG TERM CARE, AND ANNUITIES, INSURANCE AGENT, INDEPENDENT AGENTS ARE ALLOWED TO SELL INSURANCE PRODUCTS FROM MANY DIFFERENT INSURANCE COMPANIES, MAY 2009 WAS THE START OF BUSINESS RELATIONSHIPS, 1 HOURS PER MONTH, NO OTHER BUSINESS DURING TRADING HOURS, SELL LIFE INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-16 |
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