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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-03-03 |
Branch Locations
680 Kamokila Blvd, Kapolei, HI 96707 • United States
220 S King Street 20Th Floor, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Boise | ID | 12/2016 | 04/2018 |
| Vhoff, Corp | Meridian | ID | 05/2016 | 11/2019 |
| Pioneer Federal Credit Union | Meridian | ID | 03/2018 | 02/2019 |
| Cetera Advisor Networks | El Segundo | CA | 04/2018 | 02/2019 |
| Waddell & Reed, Inc | Newport Beach | CA | 02/2019 | 08/2020 |
| Independent Insurance Agent - Jackson National Life | Meridian | ID | 01/2019 | 03/2019 |
| Zions Bank | Boise | ID | 12/2016 | 04/2018 |
| E.A. Buck Financial Services | Honolulu | HI | 09/2020 | 10/2020 |
| Madison Avenue Securities, Llc | San Diego | CA | 09/2020 | 10/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2020 | 10/2020 |
| American Savings Bank | Aiea | HI | 10/2020 | 02/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2020 | 02/2025 |
| Cetera Investment Advisers Llc | Aiea | HI | 10/2020 | 02/2025 |
| Lpl Financial | Honolulu | CA | 03/2025 | Present |
| Central Pacific Bank | Honolulu | HI | 03/2025 | Present |
1) 03/03/2025 - Central Pacific Investment Services - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-26 |
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