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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-12 |
| HI | RA | APPROVED | 2018-08-20 |
Branch Locations
331 Hookahi St. # 103, Wailuku, HI 96793 • United States
133 Maa St, Kahului, HI 96732 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Wailuku | HI | 05/2009 | 08/2018 |
| Lpl Financial, Llc | Wailuku | HI | 08/2018 | Present |
| Wailuku Federal Credit Union | Kahului | HI | 05/2020 | Present |
1. 01/06/2023 - No Business Name - Investment Related - Waiuku, HI 96793 - Real Estate Rental - Start Date: 08/14/2019 - 0 Hours Per Month/0 Hours During Securities Trading. 2. 12/11/2024 - Real Estate Rental - Investment Related - Makawao, HI - Start Date 07/05/2024 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 1997-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-03 |
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