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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-07-13 |
| TX | RA | APPROVED | 2026-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2022 | 07/2026 |
| First Hawaiian Bank | Honolulu | HI | 08/2020 | 09/2022 |
| Bank Of Hawaii | Honolulu | HI | 04/2014 | 08/2020 |
| Raymond James Financial Services, Inc. | Honolulu | HI | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Honolulu | HI | 07/2026 | Present |
| Pulse Wave Private Wealth | Honolulu | HI | 07/2026 | Present |
(1) Name of Business: Ikigai Compass LLC Address: 555 South St Apt 102, Honolulu, HI, 96813-5037, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/12/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my DBA that I'm using while I am a part of Pulse Wave Private Wealth which is affiliated with Raymond James.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-08 |
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