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Michelle Joyce Makana Oke Ak Collins

Charles Schwab & Co., Inc.

Honolulu, HI

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2021-09-03
  • HI RA
    APPROVED
    Since 2021-09-03

Branch Locations

841 Bishop St Suite 145, Honolulu, HI 96813 • 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
Charles Schwab & Co., Inc. Honolulu HI 08/2014 Present
L'OReal Usa Phoenix AZ 02/2014 Present
Charles Schwab Bank Ssb Honolulu HI 06/2019 Present
  • 08/2014 → Present
    Honolulu, HI
  • 02/2014 → Present
    L'OReal Usa
    Phoenix, AZ
  • 06/2019 → Present
    Charles Schwab Bank Ssb
    Honolulu, HI
Other Businesses

1. N/A| Investment Related: No|4228 Windsor Ave; Phoenix; AZ;85008; US| Real Estate (Non-Agent/Broker) |Landlord|2021-10-01|Hours Per Month: Less than 20|Hours Spent during Security Trading: 0| Landlord, little to no responsibilities as we have hired a property management firm to handle all tenant relations including collection of rental payments, coordination of maintenance contracts for the property. 2. Residential Rental Property| Investment Related: No|4228 Windsor Ave; Phoenix; AZ;85008; US| Real Estate (Non-Agent/Broker) |Landlord|2023-06-16|Hours Per Month: Less than 20|Hours Spent during Security Trading :0|Landlord, little to no responsibilities as we have hired a property management firm to handle all tenant relations including collection of rental payments, coordination of maintenance contracts for the property. 3. Securities Industry Association of Hawaii|Investment Related:No|999 Bishop St. Honolulu, HI 96813;Honolulu;Hawaii;96813;USA|Financial Services|Local Chapter Board Secretary|2024-02-12|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.5|Attend quarterly meeting and provide schedule and meeting minutes to members and board. During our quarterly meeting, we typically discuss local regulation impacts on our community wealth management issues such as college savings plans and other securities related best interest/DOL situations. Meetings are held at the Banker's Club of the First Hawaiian Bank Headquarter Building

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-10
  • S66 Uniform Combined State Law Examination
    2016-10-10
Other Names
  • Michelle Collins

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