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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2017-05-17 |
Branch Locations
999 Bishop Street Suite 1850, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Honolulu | HI | 05/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Honolulu | HI | 05/2017 | Present |
| Sage Settlements | Honolulu | HI | 06/2019 | Present |
| First Hawaiian Advisors Dba | Honolulu | HI | 05/2017 | Present |
| Bancwest Investment Services, Inc | Honolulu | HI | 08/2000 | 05/2017 |
| First Hawaiian Bank | Honolulu | HI | 05/2017 | Present |
(1)Name of Business: First Hawaiian Advisors DBA Address: 999 Bishop St Ste 1850, Honolulu, HI, 96813, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/03/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Manager insurance, non qualified employee benefits and 401k (2)Name of Business: First Hawaiian Bank Address: 999 Bishop St Ste 1850, Honolulu, HI, 96813-4457, United States Activity Type: Non-variable Insurance Position/Title: Other, Agent Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Products or client segments sold through FHB, a licensed Insurance producer, are not available through Raymond James. FHB insurance involves client segmentation of non-resident aliens that RJ does not participate in per RJ Cross Border Restricted Jurisdictions. (3)Name of Business: First Hawaiian Bank Address: 999 Bishop St Ste 1850, Honolulu, HI, 96813, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 05/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours:11-20 Description of duties: I started the insurance agency and we are a broker for approximately 30 life, disability and long term care companies. We also offer non qualified employee benefits to employers.
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