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Kaneohe, HI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2022-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Toba Financial Llc | Kaneohe | HI | 07/2022 | Present |
| Pearl Harbor Naval Shipyard | Honolulu | HI | 05/2016 | 08/2021 |
| Territorial Savings Bank | Manoa | HI | 08/2021 | 10/2021 |
| Summit Financial Advisors | Honolulu | HI | 10/2021 | 04/2022 |
| N&K Cpas | Honolulu | HI | 06/2022 | 07/2022 |
| Saiki & Associates | Honolulu | HI | 08/2022 | 10/2022 |
| Hawaiian Airlines | Honolulu | HI | 01/2023 | 02/2023 |
| State Of Hawaii - Dot | Honolulu | HI | 01/2024 | Present |
| Hoku Tax Services, Llc | Kaneohe | HI | 01/2025 | Present |
State of Hawaii - DOT; Non-Investment Related; 400 Rodgers Boulevard., Suite 700, Honolulu, Hawaii 96819; Program Budget Analyst for the Department of Transportation; 01/2024; 160 hours per month during trading hours; Analyse and review budget. Hoku Tax Services, LLC; Non-Investment Related; Honolulu, Hawaii; Owner / Tax Preparer (Independent Contractor to CPA Firm); 01/2025; Approximately 16 hours per month during trading hours (tax season only); Provides individual and small-business tax return preparation services as an independent contractor to a CPA firm. All tax returns are subject to review and filing by the supervising CPA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-02 |
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