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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| FL | RA | APPROVED | 2026-01-05 |
| HI | RA | APPROVED | 2026-01-05 |
| NV | RA | APPROVED | 2026-01-05 |
| AZ | RA | APPROVED | 2025-03-14 |
| MA | RA | APPROVED | 2021-03-30 |
Branch Locations
1003 Bishop Street, Suite 2700, Honoulul, HI 96813 • United States
Clermont, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kawabe & Associates, Llc | Honolulu | HI | 03/1991 | Present |
| Lpl Financial Llc | Honolulu | HI | 08/2013 | 01/2021 |
| The Wealth Consulting Group | Honolulu | HI | 02/2016 | 01/2021 |
| Valmark Securities, Inc. | Akron | OH | 01/2021 | Present |
| Valmark Advisors, Inc. | Akron | OH | 01/2021 | Present |
(1) Kawabe & Associates, LLC; Non-Variable Insurance DBA; Investment Related; 10% Time Spent; Fixed Insurance: Life, Annuity, DI, LTC /// (2) Kawabe & Associates, LLC; Honolulu, HI; Owner/Advisor; start 04/2022; Business Planning/Consulting and Life Coaching; not investment related; compensation in the form of consulting fees from clients and potential clients for services and value delivered./// (3) Property Owner; Rental property; not investment related; compensation rental income less property management fees/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-10 |
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