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Current Employers
Pinkerton Wealth Partners

2000 John Loop, Coeur D'ALene, ID 83814 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-03-17
  • HI RA
    APPROVED
    Since 2026-03-17

Branch Locations

2000 John Loop, Coeur D'ALene, ID 83814 • United States

1003 Bishop St. Suite 2620, Honolulu, HI 96813 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners' Financial Services Scottsdale AZ 05/2013 12/2016
Shiraishi Financial Group Advisors Honolulu HI 09/2013 01/2025
Hawaii State Federal Credit Union Mililani HI 01/2025 02/2026
Cetera Investment Advisers Llc Mililani HI 01/2025 02/2026
Pinkerton Wealth Partners Honolulu HI 03/2026 Present
Cetra Investment Services, Llc St Cloud MN 01/2025 02/2026
Private Client Services Honolulu HI 04/2026 Present
  • 05/2013 → 12/2016
    United Planners' Financial Services
    Scottsdale, AZ
  • 09/2013 → 01/2025
    Honolulu, HI
  • 01/2025 → 02/2026
    Hawaii State Federal Credit Union
    Mililani, HI
  • 01/2025 → 02/2026
    Mililani, HI
  • 03/2026 → Present
    Honolulu, HI
  • 01/2025 → 02/2026
    Cetra Investment Services, Llc
    St Cloud, MN
  • 04/2026 → Present
    Private Client Services
    Honolulu, HI
Previous Registrations
Other Businesses

1) Pinkerton Wealth Partners d/b/a CMR Financial Advisors; investment-related; 1003 Bishop Street, Suite 2620; Honolulu, HI 96813; RIA; investment adviser representative; start date: 03/2026; 150 hours per month, 70 hours per month during trading hours. 2) Leeward Community Church; not investment-related; 1860 Komo Mai Dr, Pearl City, HI 96782; Christian church; Deacon (volunteer) member of servant team to manage practical, administrative, and logistical needs of the church; 8 hours per month; 0 hours per month during trading hours. 3) Insurance agent; investment-related; 1003 Bishop Street, Suite 2620; Honolulu, HI 96813; insurance agent; 10 hours per month, 5hours per month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-18
S63 Uniform Securities Agent State Law Examination 1993-10-02
  • S65 Uniform Investment Adviser Law Examination
    2008-11-18
  • S63 Uniform Securities Agent State Law Examination
    1993-10-02

View on SEC IAPD

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