Kamalu Glover Penjemane Kaluhiokalani

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Provo, UT
• 03/2017 → 03/2019
  Bank Of America, N.A.
  Provo, UT
• 03/2019 → 08/2019
  Unemployed
  Provo, UT
• 08/2019 → Present
  Raymond James Financial Services, Inc.
  Honolulu, HI
• 08/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  Honolulu, HI
• 08/2019 → Present
  First Hawaiian Bank
  Kaneohe, HI

Previous Registrations

• 2016-10-24 → 2019-03-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Provo, UT

Other Businesses

(1)Name of Business: First Hawaiian Advisors Address: 45-480 Kaneohe Bay Dr., Bldg. H, Kaneohe, HI, 96744, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/12/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor for First Hawaiian Advisors

Exams

• S66 Uniform Combined State Law Examination
  2016-10-20

Other Names

• Kamalu Kaluhiokalani