Best Investors Account Sign in

Franklin Danilo Portillo

Morgan Stanley

Honolulu, HI

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-08-02
TX RA APPROVED 2024-08-02
  • HI RA
    APPROVED
    Since 2024-08-02
  • TX RA
    APPROVED
    Since 2024-08-02

Branch Locations

733 Bishop Street Suite 2800, 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
Central Pacific Bank Kapolei HI 09/2014 03/2017
Lpl Financial Llc Kapolei HI 09/2014 03/2017
Bankoh Investment Services, Inc. Honolulu HI 03/2017 07/2018
Raymond James Financial Services, Inc Honolulu HI 07/2018 08/2024
Raymond James Financial Services Advisors, Inc Honolulu HI 07/2018 08/2024
First Hawaiian Advisors Honolulu HI 07/2018 08/2024
First Hawaiian Bank Honolulu HI 07/2018 08/2024
Morgan Stanley Smith Barney Llc Honolulu HI 08/2024 Present
Morgan Stanley Private Bank, N.A. New York NY 08/2024 Present
  • 09/2014 → 03/2017
    Central Pacific Bank
    Kapolei, HI
  • 09/2014 → 03/2017
    Lpl Financial Llc
    Kapolei, HI
  • 03/2017 → 07/2018
    Bankoh Investment Services, Inc.
    Honolulu, HI
  • 07/2018 → 08/2024
    Raymond James Financial Services, Inc
    Honolulu, HI
  • 07/2018 → 08/2024
    Raymond James Financial Services Advisors, Inc
    Honolulu, HI
  • 07/2018 → 08/2024
    First Hawaiian Advisors
    Honolulu, HI
  • 07/2018 → 08/2024
    First Hawaiian Bank
    Honolulu, HI
  • 08/2024 → Present
    Morgan Stanley Smith Barney Llc
    Honolulu, HI
  • 08/2024 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2018-07-06 → 2024-08-06
    Raymond James Financial Services Advisors, Inc
    Honolulu, HI
    Honolulu, HI
    Honolulu, HI
  • 2017-03-01 → 2018-07-06
    Bankoh Investment Services, Inc.
    Honolulu, HI
    Honolulu, HI
    Honolulu, HI
    Aiea, HI
  • 2014-09-22 → 2017-03-06
    Lpl Financial Llc
    Kapolei, HI
    Ewa Beach, HI
    Wahiawa, HI
    Waipahu, HI
    Waipahu, HI
    Mililani, HI
    Hilo, HI
  • 2014-06-16 → 2014-09-18
    Bankoh Investment Services, Inc.
    Honolulu, HI
    Aiea, HI
  • 2008-12-05 → 2010-06-15
    Charles Schwab & Co., Inc.
    Englewood, CO
    Englewood, CO
  • 2007-07-03 → 2008-10-08
    Edward Jones
    Englewood, CO
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-13
S63 Uniform Securities Agent State Law Examination 2006-07-28
  • S66 Uniform Combined State Law Examination
    2014-06-13
  • S63 Uniform Securities Agent State Law Examination
    2006-07-28
Designations
Other Names
  • Franklin D Portillo

View on SEC IAPD

Other Firms

REGENCY CAPITAL MANAGEMENT INC.
WEALTH ALIGNMENT PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
DIVERSIFY ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
KINGSWOOD WEALTH ADVISORS, LLC

Other Investors

Kawika Shoji
GEORGE CHRISTIAN FLOAN HART
IAN YUEN YEE WONG
KELII JK KIAKONA
ERIC-ALLEN TSUTOMU CHING
JENNIFER LEE KUANONI
TYLER YOSHIO TAKAHATA
CHASE SANTOS

Other Offices

REGENCY CAPITAL MANAGEMENT INC. · HONOLULU, HI
WEALTH ALIGNMENT PARTNERS, LLC · HONOLULU, HI
WELLS FARGO CLEARING SERVICES, LLC · HONOLULU, HI
DIVERSIFY ADVISORY SERVICES, LLC · Honolulu, HI
DIVERSIFY ADVISORY SERVICES, LLC · HONOLULU, HI
CETERA INVESTMENT ADVISERS LLC · HONOLULU, HI
MML INVESTORS SERVICES, LLC · HONOLULU, HI
COMMONWEALTH FINANCIAL NETWORK · Honolulu, HI

More in Honolulu, HI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor