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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-04-13 |
Branch Locations
500 Ala Moana Blvd, Honolulu, HI 96813 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • 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 |
|---|---|---|---|---|
| Origin Financial Group Llc | Honolulu | HI | 12/2001 | Present |
| Redhawk Wealth Advisors | Minneapolis | MN | 09/2018 | 04/2026 |
| Simplicity Wealth | Summit | NJ | 04/2026 | Present |
| Simplicity Group | San Diego | CA | 08/2023 | Present |
Gene Isao Watanabe; not investment related; 11512 El Camino Real, Suite 100 San Diego, California 92130; Registered Insurance Agent; 08/12/2023; approximate number of hours/month you devote to the other business 80 during trading hours; Marketing & Servicing Life, Annuity and Long term care Insurance. Simplicity Group; not investment related; 11512 El Camino Real, Suite 100 San Diego, California 92130; insurance sales; 08/12/2023; approximate number of hours/month you devote to the other business 80 during trading hours; Marketing & Servicing Life, Annuity and Long term care Insurance. 24 Hour Fitness; not investment-related; 7120 Kalanianaole Highway, Honolulu, HI 96825; Class Instructor; 04/01/2024; approximate number of hours/month you devote to the other business 18 after trading hours;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-01 |
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