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500 Ala Moana Boulevard Suite #7-501, Honolulu, HI 96813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2021-05-03 |
Branch Locations
500 Ala Moana Boulevard Suite #7-501, Honolulu, HI 96813 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2014-09-05 |
Branch Locations
500 Ala Moana Blvd Ste 501 Seven Waterfront Plaza, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Honolulu | HI | 09/2014 | Present |
| Takemayu, Llc (Island Wealth Management) | Honolulu | HI | 05/2021 | Present |
1. 9/17/2014 - Island Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month/80 Hours During Securities Trading - Started 09/08/2014. 2. 12/6/2021 - Takemayu, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 05/01/2021 - 20 Hours Per Month During Securities Trading - I provide financial planning and consulting services through Takemayu, LLC, an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-30 |
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