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2000 John Loop, Coeur D'ALene, ID 83814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-02 |
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