Kyle Kazumi Yanabu

Current Employers

Employment History

• 05/2014 → 03/2021
  Waikiki Banyan
  Honolulu, HI
• 11/2014 → 09/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 11/2014 → 09/2016
  Vsr Advisory Services
  Overland Park, KS
• 08/2015 → Present
  Hawaii Financial Advisors, Inc.
  Honolulu, HI
• 09/2016 → 09/2019
  Summit Brokerage Services, Inc.
  Honolulu, HI
• 09/2016 → 05/2021
  Summit Financial Group Inc
  Honolulu, HI
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2021 → 06/2023
  Cetera Advisor Networks Llc
  El Segundo, CA

Previous Registrations

• 2016-09-02 → 2021-05-20
  Summit Financial Group Inc
  Honolulu, HI
• 2016-09-02 → 2016-11-02
  Vsr Financial Services, Inc.
  Honolulu, HI
  Overland Park, KS
• 2014-11-24 → 2016-09-01
  Vsr Financial Services, Inc.
  Honolulu, HI
  Overland Park, KS
• 2011-11-15 → 2014-11-11
  Questar Asset Management, Inc.
  Minneapolis, MN
• 2008-08-05 → 2011-11-07
  Signator Investors, Inc.
  Honolulu, HI

Other Businesses

(1) HAWAII FINANCIAL ADVISORS, INC;DBA NAME; INVESTMENT RELATED; 745 FORT STREET SUITE 1614, HONOLULU, HI 96813; FINANCIAL SERVICES; FINANCIAL ADVISOR; 7/2015; 200 HOURS MONTHLY 50 DURING TRADING; PROVIDE FINANCIAL PLANNING SERVICES TO CLIENTS (2) HIGHLAND CAPITAL BROKERAGE; NOT INVESTMENT RELATED; 1003 BISHOP ST STE 850 HONOLULU, HI 96813; LIFE INSURANCE; INDEPENDENT AGENT; 08/01/2018; APPX 10 HOURS/MONTH; APPX 10 HOURS/MONTH DURING TRADING;HIGHLAND CAPITAL ASSISTS AGENTS IN FINDING APPROPRIATE FIXED INSURANCE SOLUTIONS FOR CLIENTS. FIXED INSURANCE COULD INCLUDE TERM INSURANCE, GROUP TERM INSURANCE, CASH VALUE INSURANCE (NOT INCLUDING VARIABLE LIFE) AND LONG TERM CARE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-22
• S63 Uniform Securities Agent State Law Examination
  2006-11-30