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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-01-05 |
Branch Locations
99 South Market Street Suite 315, Wailuku, HI 96793 • United States
99 South Market Street Suite 305, Wailuku, HI 96793 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2010 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Honolulu | HI | 06/2022 | 12/2025 |
| Bank Of America, N.A. | Honolulu | HI | 08/2022 | 12/2025 |
| Ameriprise Financial Services, Llc | Wailuku | HI | 12/2025 | Present |
Business Ownership; Ohia Lehua Wealth Management Inc.; Owner; Manage Ameriprise Business; 99 S Market Street, , Wailuku, HI, 96793; Investment-Related; 12/18/2025; 0 hours per month; 0 during trading hours. Board of Directors; Stake Presidency; Stake Clerk; 1300 Maui Lani Parkway, , Kahului, HI, 96732; Not Investment-Related; 04/30/2023; 10 to 19 hours per month; 0 during trading hours / Maui Junior Golf Association Board; Vice President of tournaments; 780 Onehee Ave, , Kahului, HI, 96732; Not Investment-Related; 11/01/2024; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-24 |
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