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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-02 |
| HI | RA | APPROVED | 2017-05-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Hawaiian Bank | Honolulu | HI | 11/2015 | Present |
| Bancwest Investment Services | Honolulu | HI | 11/2015 | 05/2017 |
| Raymond James Financial Services, Inc. | Honolulu | HI | 05/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Honolulu | HI | 05/2017 | Present |
| First Hawaiian Advisors | Honolulu | HI | 05/2017 | Present |
(1)Name of Business: Address: 98-1056 Iliee St, Aiea, HI, 96701, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Address: 98-1056 ILIEE ST, AIEA, HI, 96701, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 11/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: First Hawaiian Advisors Address: 999 Bishop Street Floor 2, Honolulu, HI, 96813, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/03/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial advice, retirement planning (4)Name of Business: First Hawaiian Bank Address: 999 Bishop Street Floor 2, Honolulu, HI, 96813, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/16/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: financial advice, retirement planning (5)Name of Business: First Hawaiian Bank Address: 999 Bishop Street Floor 2, Honolulu, HI, 96813, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 01/05/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Making available insurance products (e.g. fixed rate annuities, traditional etc) through FHB that RJ does not make available due to no product or unable to service client segment (NRA Japan customer)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-01 |
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