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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-11 |
| HI | RA | APPROVED | 2017-05-03 |
Branch Locations
1580 Kapiolani Boulevard, Honolulu, HI 96814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Honolulu | HI | 07/2014 | 05/2017 |
| First Hawaiian Bank | Honolulu | HI | 07/2014 | Present |
| Raymond James Financial Services, Inc | Honolulu | HI | 05/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Honolulu | HI | 05/2017 | Present |
| First Hawaiian Advisors | Honolulu | HI | 05/2017 | Present |
(1)Name of Business: First Hawaiian Advisors Address: 1580 Kapiolani Blvd., Honolulu, HI, 96814, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/03/2017 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Wealth Associate (2Name of Business: First Hawaiian Bank Address: 1580 Kapiolani Blvd., Honolulu, HI, 96814, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/23/2014 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Wealth Advisor Associate (3)Name of Business: First Hawaiian Bank Address: 1580 Kapiolani Blvd., Honolulu, HI, 96814, United States Activity Type: Non-variable Insurance Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/09/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Provide life insurance products through FHB Agency that RJIG does not offer due to produce unavailability or restriction on client segment (Japan NRA).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2013-07-09 |
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