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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2018-08-28 |
Branch Locations
1003 Bishop St Pauahi Tower, Ste 880, Honolulu, HI 96813-6426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergy Tax & Accounting, Llc | Honolulu | HI | 07/2014 | Present |
| Vsr Financial Services, Inc | Overland Park | KS | 06/2014 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 11/2014 | 09/2016 |
| Hawaii Financial Advisors, Inc. | Honolulu | HI | 08/2015 | 08/2018 |
| Summit Brokerage Services, Inc. | Honolulu | HI | 09/2016 | 08/2018 |
| Summit Financial Group Inc | Honolulu | HI | 09/2016 | 08/2018 |
| Lpl Financial Llc | Honolulu | HI | 08/2018 | Present |
1)08/28/2018 - DBA for LPL Business (entity for LPL business) - RETIREMENT PARTNERS OF HAWAII - 100% - INVESTMENT RELATED - HONOLULU, HI 96813 2)08/28/2018 - Real Estate Rental - 1322 Kanewai Street, Honolulu, HI 96816 - 1% - INVESTMENT RELATED - HONOLULU, HI 96816 3)08/28/2018 - SYNERGY TAX & ACCOUNTING LLC - Tax Prep/Accounting/CPA - 0% - INVESTMENT RELATED - HONOLULU, HI 96816
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-03 |
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