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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-01-08 |
Branch Locations
737 Bishop St Ste 1700 Mauka Tower, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Life Focus, Llc | Livingston | NJ | 10/2013 | 01/2018 |
| Condor Capital Management | Martinsville | NJ | 03/2019 | 01/2020 |
| The Queens Health System | Honolulu | HI | 06/2021 | 09/2021 |
| E.A. Buck Financial Services | Honolulu | HI | 01/2022 | 04/2024 |
| Unemployed | Bridgewater | NJ | 02/2018 | 02/2019 |
| Unemployed | Bridgewater | NJ | 02/2020 | 05/2021 |
| Unemployed | Kailua | HI | 10/2021 | 12/2021 |
| Marcus Boland | Honolulu | HI | 05/2024 | 10/2024 |
| Marcus Boland | Honolulu | HI | 10/2024 | Present |
| Northwestern Mutual Investment Services Llc | Honolulu | HI | 11/2024 | Present |
1. 45-414A KAMEHAMEHA HWY, 45-414A KAMEHAMEHA HWY, KANEOHE, , HAWAII, 96744, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 01/15/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER, PROPERTY MANAGER. INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 2014-05-05 |
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