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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-02-04 |
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 |
|---|---|---|---|---|
| Hawaii Department Of Education | Honolulu | HI | 03/2018 | 05/2019 |
| Julie Tanabe Dds | Honolulu | HI | 09/2019 | 09/2020 |
| Whole Foods Market | Honolulu | HI | 10/2019 | 12/2019 |
| University Of Hawaii - Manoa | Honolulu | HI | 08/2019 | 06/2023 |
| Bank Of Hawaii | Honolulu | HI | 09/2020 | 06/2021 |
| Door Dash | Honolulu | HI | 09/2021 | 12/2021 |
| Noods Ramen Bar | Honolulu | HI | 12/2021 | 12/2022 |
| Northwestern Mutual | Honolulu | HI | 01/2023 | 04/2023 |
| Coda Financial Group | Honolulu | HI | 05/2023 | Present |
| Noods Ramen Bar | Honolulu | HI | 09/2023 | 05/2024 |
| Henry J Kaiser High School | Honolulu | HI | 05/2015 | 05/2019 |
| Unemployed | Honolulu | HI | 05/2019 | 08/2019 |
1. CODA FINANCIAL GROUP POSITION: Registered Assistant NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 02/04/2025 ADDRESS: 615 Piikoi St Suite 1205, Honolulu HI 96814, United States DESCRIPTION: Advisor pre- and post-appointment assistance Advisor correspondence, communication, and updates Confirm financial transactions with clients as needed Provide general information and service; respond and resolve client requests Assist in data collection, with the analysis of proposed plan and implementation Contact clients to schedule/confirm review meetings and prepare meeting materials
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-01 |
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