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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2022-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl | Honolulu | HI | 07/2011 | 04/2017 |
| American Savings Bank | Honolulu | HI | 06/2011 | 10/2017 |
| Cetera Investment | Honolulu | HI | 04/2017 | 10/2017 |
| Ameriprise | Honolulu | HI | 10/2017 | 09/2022 |
| Charles Schwab & Co., Inc. | Honolulu | HI | 10/2022 | Present |
| Charles Schwab Bank, Ssb | Honolulu | HI | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-11 |
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