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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-02-20 |
Branch Locations
1415 Dillingham Blvd #204, Honolulu, HI 96817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Honolulu | HI | 04/2022 | 12/2022 |
| Robert Lobdell | Honolulu | HI | 02/2022 | Present |
| Mekiko Cantina | Kapolei | HI | 10/2021 | 02/2022 |
| Unemployed | Honolulu | HI | 04/2020 | 10/2021 |
| Downbeat Diner | Honolulu | HI | 04/2018 | 03/2020 |
| Jd Rennovations | Mililani | HI | 12/2017 | 05/2018 |
| Whole Foods | Kahala | HI | 04/2015 | 11/2017 |
| Apb Skateshop | Honolulu | HI | 05/2013 | 02/2017 |
| Concourse Financial Group Securities Inc | Honolulu | HI | 03/2023 | 02/2025 |
| Northwestern Mutual Investment Services Inc | Honolulu | HI | 12/2022 | 01/2023 |
| 604 Clubhouse | Wahiawa | HI | 10/2022 | 12/2022 |
| Cetera Wealth Services, Llc | Honolulu | HI | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
INSURANCE; Investment Related; 1415 Dillingham Blvd #204, Honolulu, HI 96817; Insurance; Insurance Agent; Start Date 06/2023; 20 hours per month with 10 of those hours per month occurring during trading hours; Sales and service of fixed insurance products, to include but not limited to, term, whole, and universal life as well as fixed annuities and fixed indexed annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-05 |
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