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Daniel Lehrman

Masuda Lehrman Wealth

Honolulu, HI

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Current Employers
Masuda Lehrman Wealth

Honolulu, HI • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-09-19
  • HI RA
    APPROVED
    Since 2024-09-19

Branch Locations

Honolulu, 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
The Vanguard Group, Inc Scottsdale AZ 08/2014 12/2018
Unemployed Tempe AZ 11/2022 07/2023
Fidelity Brokerage Services Llc Scottsdale AZ 12/2018 11/2022
Charles Schwab & Co., Inc. Honolulu HI 07/2023 11/2023
Masuda Lehrman Wealth Llc Honolulu HI 11/2023 Present
  • 08/2014 → 12/2018
    The Vanguard Group, Inc
    Scottsdale, AZ
  • 11/2022 → 07/2023
    Unemployed
    Tempe, AZ
  • 12/2018 → 11/2022
    Fidelity Brokerage Services Llc
    Scottsdale, AZ
  • 07/2023 → 11/2023
    Charles Schwab & Co., Inc.
    Honolulu, HI
  • 11/2023 → Present
    Masuda Lehrman Wealth Llc
    Honolulu, HI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-05
S63 Uniform Securities Agent State Law Examination 2014-09-25
  • S65 Uniform Investment Adviser Law Examination
    2016-12-05
  • S63 Uniform Securities Agent State Law Examination
    2014-09-25
Designations
Other Names
  • Daniel Masuda Lehrman
  • Daniel Masuda
  • Daniel Masuda Lehrman
  • Daniel Lehrman
  • Daniel Takeshi Masuda Lehrman

View on SEC IAPD

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