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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-02-09 |
| HI | RA | APPROVED | 1996-08-30 |
Branch Locations
1437 Kilauea Ave, Hilo, HI 96720 • United States
Hilo, HI • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Honolulu | HI | 04/1996 | Present |
| Bank Of America, N.A. | Hilo | HI | 04/2011 | Present |
FOR-PROFIT ORGANIZATIONK. IIDA PROPERTIES LTD1202 KONA ST.HONOLULUUNITED STATESHAWAII96808NN3MONTHLY03/24/2012FAMILY HELDFAMILY COMMERCIAL PROPERTY. MY MOTHER IS A MINORITY SHAREHOLDER. CONSULTANT TO BUSINESS.FAMILY BUSINESS I*2131280, Entity Type: Fiduciary, Name of OBA: LMM Trust , Address: Honolulu, Hawaii, 96822, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 12/19/2024, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: I*2131295, Entity Type: Fiduciary, Name of OBA: L M M Trust, Address: Honolulu, Hawaii, 96822, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 19-Dec-2024, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: I*2187337, Entity Type: , Name of OBA: A K M TTEE U/A DTD 09/23/1997 BY L M M, Address: hilo, Hawaii, 96720, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 04-Feb-2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-27 |
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