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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2024-08-07 |
Branch Locations
1001 Bishop Street Suite 2300, Honolulu, HI 96813 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Honolulu | HI | 04/2008 | 10/2018 |
| Guardian Life Insurance Company Of America | Honolulu | HI | 04/2008 | 10/2018 |
| Sagepoint Financial, Inc. | Honolulu | HI | 10/2018 | 11/2023 |
| Osaic Wealth, Inc. | Honolulu | HI | 09/2023 | 11/2023 |
| Dfpg Investments, Llc | Sandy | UT | 11/2023 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 11/2023 | Present |
1. INPAC WEALTH SOLUTIONS POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 10/15/2018 ADDRESS: 1001 Bishop Street, Suite 2300, Honolulu HI 96816, United States DESCRIPTION: Fixed life insurance business 2. RENTAL PROPERTY POSITION: Owner NATURE: Sole Proprietorship. My wife and I own two investment properties under our name and receive rental income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: 3032 Harding Avenue, Honolulu HI 96816, United States DESCRIPTION: Looking over statements from the property managers. The property managers handle all day to day activities on the property. 3. RENTAL PROPERTY POSITION: Owner NATURE: Sole Proprietorship. My wife and I own two investment properties under our name and receive rental income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2003 ADDRESS: 240B Mananai Place, Honolulu HI 96818, United States DESCRIPTION: Looking over statements from the property managers. The property managers handle all day to day activities on theproperty. 4. DIVERSIFY ADVISORY SERVICES, LLC (RIA); INVESTMENT RELATED; 1001 BISHOP STREET SUITE 2300, HONOLULU, HI 96813; INVESTMENT ADVISORY REP; SINCE 05/01/2013; 20-HRS/MTH; 20 DURING SECURITY HOURS; WORK WITH CLIENTS ON INVESTMENT ADVICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-19 |
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