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3838 Oak Lawn Ave Ste 1000, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-11-22 |
| TX | RA | APPROVED | 2022-02-28 |
Branch Locations
3838 Oak Lawn Ave Ste 1000, Dallas, TX 75219 • United States
3838 Oak Lawn Ave Ste 1000, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Honolulu | HI | 12/2015 | 01/2019 |
| Bfg Wealth Management Llc | Honolulu | HI | 10/2018 | Present |
| Ameriprise Financial Services, Inc. | Honolulu | HI | 12/2015 | 01/2019 |
| Bfg Wealth Management Llc | Honolulu | HI | 01/2019 | Present |
Alexis Mikhail-Hirahara Buchholz is a licensed insurance agent with Buchholz Financial Group LLC, consisting of independent insurance brokering; John Hancock Life Insurance Company (Oct 2015) / Guardian Insurance and Annuity Company, Inc. (Jan 2014) / Reserve National Insurance Company (Oct 2015), and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. BFGWM always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of BFGWM in connection with such individual's activities outside of BFGWM. Alexis Mikhail-Hirahara Buchholz is currently engaged in the following non investment-related businesses: Buchholz Financial Group LLC PO Box 1882 Prosper, TX 75078 Type of business: Insurance brokering; Position: Managing Partner/Agent; Start Date: 2011; Hours/month: less than 10; Hours during securities trading hours: none BFG Capital Partners LLC PO Box 1882 Prosper, TX 75078 Type of business: Business consulting; Position: Managing Partner; Start Date: 2019; Hours/month: less than 10; Hours during securities trading hours: none 91-1022 Kai Moana LLC PO Box 1882 Prosper, TX 75078 Type of business: Real estate rental; Position: Co-owner; Start Date: 2021; Hours/month: less than 10; Hours during securities trading hours: none
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-18 |
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