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65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-08-23 |
Branch Locations
65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shepherd Franchise Ventures | Superior | CO | 01/2013 | Present |
| Green Acres Elementary School | Fort Morgan | CO | 08/2019 | 08/2020 |
| Kohala Brokers | Kamuela | HI | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-22 |
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