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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-01-01 |
Branch Locations
1360 S Beretania St Suite 206, Honolulu, HI 96814 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Honolulu | HI | 04/2006 | Present |
| Wsb Ohana Llc | Waipaha | HI | 07/2011 | 01/2018 |
| Transamerica Financial Advisors | Honolulu | HI | 01/2012 | Present |
| Hife College Planning | Waipahu | HI | 12/2012 | 12/2017 |
| Wsb Ohana One, Llc | Honolulu | HI | 01/2016 | Present |
| Registered Social Security Analyst | Honolulu | HI | 08/2021 | Present |
| World System Builders (Wsb) | Honolulu | HI | 04/2006 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). World System Builders (WSB)Honolulu, Hawaii, United States/Yes/None 04/2006PRESENT Registered Social Security Analyst / 0821-Present / Investment Related: No / 711 Kapiolani Blvd. Suite 1420 Honolulu, HI 96813 / RSSA / SS optimization/ Hrs. Work Monthly: 20 / Sec Trading Hrs: 1 / Helping clients optimize their social security given their retirement goals. WSB OHANA ONE, LLC/NO/715 S KING ST, SUITE 503, HONOLULU, HI 96813/THIS LLC WILL HANDLE OFFICE EXPENSES FOR OUR FUTURE OFFICE. WE DO NOT HAVE ON AS OF THIS MOMENT/PARTNER/01.31.2016/5/0/FUTURE COLLECTION OF RENT MONEY FOR THE OFFICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-28 |
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