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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
615 Piikoi Street Suite 1205, Honolulu, HI 96814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coda Financial Group, Inc | Honolulu | HI | 04/2006 | Present |
| National Planing Corporation | Honolulu | CA | 06/2016 | 10/2017 |
| Sagepoint Financial, Inc | Honolulu | HI | 10/2017 | 09/2023 |
| Osaic Wealth, Inc. | Honolulu | HI | 09/2023 | Present |
1. Coda Financial Group, 615 Piikoi Street, Ste. 1205 Honolulu HI 96814-3518, Insurance Producer, Investment Related, 7/1/2016, 5 hours total, 0 during trading hours, Fixed Insurance.-- 2. CODA FINANCIAL GROUP POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 615 Piikoi St, Honolulu HI 96819, United States DESCRIPTION: Discuss appropriate life and long term care strategies with clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-16 |
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