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11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-01-01 |
| KS | RA | APPROVED | 2024-05-28 |
| TX | RA | APPROVED | 2024-05-28 |
Branch Locations
3465 Waialae Avenue Suite 370, Honolulu, HI 96816 • United States
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lee Financial Securities, Inc. | Honolulu | HI | 09/2019 | 12/2023 |
| Lee Financial Group Hawaii, Inc. | Honolulu | HI | 09/2019 | 05/2024 |
| Lee Financial Recordkeeping, Inc. | Honolulu | HI | 09/2019 | 12/2023 |
| Pancakes & Waffles | Honolulu | HI | 11/2010 | 07/2020 |
| Helemano Elementary School | Wahiawa | HI | 08/2017 | 08/2019 |
| The Plaza Assisted Living | Pearl City | HI | 04/2017 | 05/2018 |
| Cetera Planning Partners | Leawood | KS | 05/2024 | Present |
THE EPISCOPAL CHURCH IN HAWAII (THE DIOCESE) HONOLULU, HI - INVESTMENT RELATED. POSITION: CO-CHAIR OF THE INVESTMENT COMMISSION BOARD. RESPONSIBILITIES INCLUDE OVERSIGHT OF THE DIOCESE INVESTMENT PORTFOLIO. START DATE: JUNE 2024. APPROXIMATELY 3 HR. PER MONTH, 1 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-21 |
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