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Brad T Klontz

Occidental Asset Management, LLC

Lihue, HI

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Current Employers
Occidental Asset Management, Llc

301 California Drive #9, Burlingame, CA 94010 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-09
HI RA APPROVED 2025-01-09
WA RA APPROVED 2016-09-07
  • CA RA
    APPROVED
    Since 2025-01-09
  • HI RA
    APPROVED
    Since 2025-01-09
  • WA RA
    APPROVED
    Since 2016-09-07

Branch Locations

Lihue, HI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coastal Clinics, Inc. Kapaa HI 10/2000 Present
  • 10/2000 → Present
    Coastal Clinics, Inc.
    Kapaa, HI
Designations

View on SEC IAPD

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