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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2017-06-23 |
Branch Locations
1003 Bishop Street Suite 1500, Honolulu, HI 96813 • United States
Honolulu, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Honolulu | HI | 06/2007 | 06/2017 |
| Raymond James & Associates | Honolulu | HI | 06/2017 | Present |
(1)Name of Business: 600 Queen Street #1106 Address: 600 Queen Street #1106, Honolulu, HI, 96813, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/02/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I own a condo that we rent on a long term lease. Investment property. (2)Name of Business: Mid Pacific Institute Address: 1052 Ikena Circle, Honolulu, HI, 96821, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 01/03/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist the school in its mission and goals (3)Name of Business: MId Pacific Institute Address: 1052 Ikena Circle, Honolulu, HI, 96821, United States Activity Type: Non profit Position/Title: Director Investment Related: Yes Start Date: 05/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chairman of the Investment Committee. Currently I am on the Board of Trustees and have been for 16 years. I am also the Chair of the Governance committee. (4)Name of Business: River of Life Mission Address: 101 Pauahi Street, Honolulu, HI, 96813, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 04/15/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board member. Chair of the Finance Committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1979-12-17 |
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