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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
555 South Street Apt 102, Honolulu, HI 96813 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Edward Jones | Tbd | HI | 06/2005 | 06/2025 |
| Raymond James Financial Services, Inc. | Honolulu | HI | 06/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Honolulu | HI | 06/2025 | Present |
(1)Name of Business: LOSH3, LLC Address: 555 South St Apt 102, Honolulu, HI, 96813-5037, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - CEO Investment Related: No Start Date: 06/23/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: - LOSH3, LLC is the entity name used for payroll and reporting through the PEO (2)Name of Business: Pulse Wave Private Wealth Address: 555 South St Apt 102, Honolulu, HI, 96813-5037, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - CEO Investment Related: No Start Date: 06/23/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: - Holistic Financial Planning w/Clients & Prospective Clients\n- Insurance Needs Analysis\n- Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-26 |
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