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1888 Kalakaua Ave Suite C312, Honolulu, HI 96815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-13 |
| CO | RA | APPROVED | 2024-07-29 |
| MD | RA | APPROVED | 2024-05-10 |
| AZ | RA | APPROVED | 2022-02-11 |
| AK | RA | APPROVED | 2020-05-27 |
| HI | RA | APPROVED | 2017-02-14 |
Branch Locations
1888 Kalakaua Ave Suite C312, Honolulu, HI 96815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Retirement Optimization Group, Llc | Honolulu | HI | 01/2017 | Present |
| The Retirement Optimization Group, Llc | Honolulu | HI | 09/2014 | Present |
| Island Estate Services | Honolulu | HI | 07/2008 | Present |
Island Estate Services; Investment Related; Honolulu, HI; Insurance services and Products; Managing Member/Insurance Agent; 07/2008; 80 Hours/Month and 80 Hours/Month During Trading Hours; Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-27 |
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