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Steven Teruo Nakao

Aloha Wealthcare Management, LLC

Wahiawa, HI

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Current Employers
Aloha Wealthcare Management, Llc

Wahiawa, HI • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-03-11
  • HI RA
    APPROVED
    Since 2026-03-11

Branch Locations

Wahiawa, HI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Net Hawaii, Inc. Honolulu HI 05/1995 Present
  • 05/1995 → Present
    Net Hawaii, Inc.
    Honolulu, HI
Previous Registrations
  • 2004-01-06 → 2004-03-11
    Cantella & Co., Inc.
    Honolulu, HI
  • 2000-03-30 → 2004-01-05
    Raymond James Financial Services, Inc.
    Honolulu, HI
Other Businesses

NAME: NET HAWAII, INC. BUSINESS TYPE: NON-INVESTMENT RELATED ADDRESS: 1331-A LOKO DRIVE WAHIAWA, HI 96786 NATURE OF BUSINESS: THIRD PARTY PENSION ADMINISTRATOR TITLE/POSITION: PENSION ADMINISTRATOR START DATE: 05/1996 APPROXIMATE HOURS SPENT A MONTH: 10 HOURS MONTHLY (120 HOURS ANNUALLY) APPROXIMATE HOURS SPENT DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF BUSINESS: ACCOUNTING SERVICE INCLUDE BUT NOT LIMITED TO: 1) QUARTERLY PARTICIPANT AND PLAN SPONSOR INVESTMENT STATEMENTS ON THEIR 401(K) PLAN INVESTMENTS. 2) SEMI-ANNUAL ADP/ACP DISCREMINATION TEST ON PLAN AS REQUIRED BY DOL. 3) COMPLETE ANNUAL IRS 5500 FORM/REPORT AS REQUIRED BY DOL TO PLAN SPONSOR. 4) RECONCILATION YEAR-END STATEMENTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-05-21
S65 Uniform Investment Adviser Law Examination 1997-07-21
  • S63 Uniform Securities Agent State Law Examination
    1999-05-21
  • S65 Uniform Investment Adviser Law Examination
    1997-07-21

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