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500 Ala Moana Boulevard Suite #7-501, Honolulu, HI 96813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2020-05-19 |
Branch Locations
500 Ala Moana Boulevard Suite #7-501, Honolulu, HI 96813 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-28 |
| HI | RA | APPROVED | 2008-11-21 |
Branch Locations
500 Ala Moana Blvd Ste 501 Seven Waterfront Plaza, Honolulu, HI 96813 • United States
2019 S King St, Honolulu, HI 96826 • United States
2305 S Beretania St, Honolulu, HI 96826-1432 • United States
98-1005 Moanalua Rd Ste 245, Aiea, HI 96701 • United States
Honolulu, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Honolulu | HI | 11/2008 | Present |
| University Of Hawaii Federal Cu | Honolulu | HI | 05/2013 | Present |
| Island Wealth, Llc | Honolulu | HI | 03/2020 | Present |
1. 9/20/2019 - IWM Hawaii 401k retirement plan - Investment related - At reported business location(s) - Act in a Fiduciary Capacity - start date: 01/01/2010 - 2 Hours Per Month During Securities Trading. 2. 3/4/2020 - ISLAND WEALTH, LLC - DBA: (FP) Island Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 03/2020 - 20 Hours Per Month During Securities Trading - I provide financial planning and consulting services through Island Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 03/2020. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 3. 11/13/2020 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Island Wealth Management, Inc - Investment Related - At Reported Business Location(s) - Started 01/01/2009 - 160 Hours Per Month/80 Hours During Securities Trading. 4. 02/18/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Ho'okele Wealth - Investment Related - At Reported Business Location(s) - Started 02/09/2026 - 10 Hours Per Month/ During Securities Trading 5. 02/18/2026 - Ho'okele Wealth, LLC - Business Entity For Tax/Investment Purposes Only - Member/manager - Not Investment Related - At Reported Business Location(s) - Start Date 02/09/2026 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-05 |
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