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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
| HI | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Dba) Hawaii Financial Store Inc | Honolulu | HI | 11/1978 | Present |
| Concourse Financial Group Securities Inc | Honolulu | HI | 10/2007 | 02/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1) (dba) HAWAII FINANCIAL STORE, INC; Investment Related; 1888 Kalakaua Avenue, Suite C-312, Honolulu, HI 96815; President; Start Date 01/1978; 10 hours per month; Marketing and sale of insurance products. >> 2) 3 MARK FINANCIAL; Investment Related; 1888 Kalakaua Avenue, Suite C-312, Honolulu, HI 96815; Insurance; Affiliate; Start Date 01/1997; 30 hours per month; I wholesale life insurance products to other life and health insurance licensed agents. >> 3) NATIONAL CHRISTIAN FOUNDATION HAWAII; Non-Investment Related; 733 Bishop Street, Ste 2357, Honolulu, HI 96813; Other; Advisory Board Member; Start Date 06/2014; 1 hour per month; I am an adviser to the board of the local chapter of the National Christian Foundation. I help spread the word about the foundation and share its website url with people in my church and community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-07 |
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