Sophia Saiki

Current Employers

Employment History

• 08/2020 → 05/2024
  California Lutheran University
  Thousand Oaks, CA
• 05/2018 → 08/2021
  Marian's Catering
  Wahiawa, HI
• 05/2020 → 03/2022
  Self Employed
  Aiea, HI
• 03/2022 → 05/2024
  California Lutheran University Media Services
  Thousand Oaks, HI
• 05/2022 → 05/2024
  Lpl Financial
  Honolulu, HI
• 06/2024 → Present
  Lpl Financial
  Honolulu, HI
• 08/2014 → 05/2020
  Student
  Honolulu, HI
• 06/2024 → 02/2026
  Island Wealth Management
  Honolulu, HI
• 02/2026 → Present
  Island Wealth Management
  Honolulu, HI

Other Businesses

1 - 08/13/2024 - Island Wealth Management - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 06/17/2024 - 160 Hours Per Month/ 3 Hours During Trading - I provide administrative support to Island Wealth Management Inc, an independent financial planning firm. I started this business activity in 8/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2 - 01/13/2025 - Island Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - Start Date 08/12/2024- 160 Hours/Month/ 20 hours during trading - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2024-10-21

Designations

Other Names

• Sophie Saiki